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Pillar Financial Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Pillar Financial Advisors’s Portfolio VBK Stock Details VBK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$2.66M Sell
8,807
-266
-3% -$83.6K 1.56% 16
2025
Q4 		$2.74M Hold
9,073
– – 1.65% 16
2025
Q3 		$2.7M Sell
9,073
-35
-0.4% -$10.1K 1.7% 16
2025
Q2 		$2.52M Sell
9,108
-150
-2% -$38.6K 1.74% 16
2025
Q1 		$2.33M Sell
9,258
-76
-0.8% -$21.1K 1.74% 16
2024
Q4 		$2.61M Buy
+9,334
New +$2.64M 2% 16

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pillar Financial Advisors's VBK Position: Q1 2026 in Review

Pillar Financial Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.9% in Q1 2026, selling an estimated $83.6K and leaving 8,807 shares worth $2.66M. The position accounts for 1.56% of the portfolio, ranked #16.

Pillar Financial Advisors first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.74M in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Pillar Financial Advisors held 8,807 shares of Vanguard Small-Cap Growth ETF worth $2.66M as of Q1 2026.
  • Pillar Financial Advisors sold 266 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $83.6K.
  • Vanguard Small-Cap Growth ETF made up 1.56% of Pillar Financial Advisors's portfolio in Q1 2026, its #16 holding.
  • Pillar Financial Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Pillar Financial Advisors's Vanguard Small-Cap Growth ETF position peaked at $2.74M in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Pillar Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.