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Pin Oak Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Pin Oak Investment 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 		$9K Hold
31
– – 0.01% 379
2025
Q4 		$10K Buy
+31
New +$9.35K 0.01% 385
2018
Q1 		– Sell
-30
Closed -$5K – 436
2017
Q4 		$5K Buy
+30
New +$4.71K ﹤0.01% 387

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

Pin Oak Investment Advisors's VBK Position: Q1 2026 in Review

Pin Oak Investment Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 31 shares worth $9K. The position accounts for 0.01% of the portfolio, ranked #379.

Pin Oak Investment Advisors first reported a position in VBK in Q4 2017 and has held it in 3 quarters since. The position peaked at $10K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Pin Oak Investment Advisors held 31 shares of Vanguard Small-Cap Growth ETF worth $9K as of Q1 2026.
  • Pin Oak Investment Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Pin Oak Investment Advisors's portfolio in Q1 2026, its #379 holding.
  • Pin Oak Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and has held it in 3 quarters since.
  • Pin Oak Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $10K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q1 2026, filed 15 May 2026.