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

Pineridge 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
2025
Q3 		$5.06K Hold
17
– – ﹤0.01% 266
2025
Q2 		$4.71K Hold
17
– – ﹤0.01% 310
2025
Q1 		$4.28K Hold
17
– – ﹤0.01% 324
2024
Q4 		$4.76K Sell
17
-38
-69% -$10.7K ﹤0.01% 387
2024
Q3 		$14.6K Hold
55
– – 0.01% 246
2024
Q2 		$13.7K Sell
55
-71
-56% -$17.7K ﹤0.01% 252
2024
Q1 		$32.8K Buy
126
+12
+11% +$2.95K 0.01% 173
2023
Q4 		$27.5K Buy
+114
New +$24.7K 0.01% 230

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Pineridge Advisors's VBK Position: Q3 2025 in Review

Pineridge Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q3 2025 at 17 shares worth $5.06K. The position accounts for ﹤0.01% of the portfolio, ranked #266.

Pineridge Advisors first reported a position in VBK in Q4 2023 and has held it in 8 quarters since. The position peaked at $32.8K in Q1 2024. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Pineridge Advisors held 17 shares of Vanguard Small-Cap Growth ETF worth $5.06K as of Q3 2025.
  • Pineridge Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q3 2025.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Pineridge Advisors's portfolio in Q3 2025, its #266 holding.
  • Pineridge Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Pineridge Advisors's Vanguard Small-Cap Growth ETF position peaked at $32.8K in Q1 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on Pineridge Advisors's 13F filing for Q3 2025, filed 4 Nov 2025.