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

Pinion 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
2025
Q1 		– Sell
-847
Closed -$237K – 161
2024
Q4 		$237K Sell
847
-9
-1% -$2.54K 0.09% 142
2024
Q3 		$229K Buy
856
+3
+0.4% +$769 0.1% 147
2024
Q2 		$213K Buy
853
+63
+8% +$15.7K 0.11% 136
2024
Q1 		$206K Buy
+790
New +$194K 0.11% 144
2021
Q1 		– Sell
-2,207
Closed -$591K – 158
2020
Q4 		$591K Buy
2,207
+601
+37% +$145K 0.62% 53
2020
Q3 		$321K Hold
1,606
– – 0.48% 82
2020
Q2 		$321K Buy
+1,606
New +$290K 0.48% 82
2019
Q3 		– Sell
-1,192
Closed -$222K – 117
2019
Q2 		$222K Sell
1,192
-159
-12% -$28.9K 0.48% 102
2019
Q1 		$243K Buy
1,351
+21
+2% +$3.61K 0.43% 104
2018
Q4 		$200K Sell
1,330
-199
-13% -$32.8K 0.42% 109
2018
Q3 		$286K Sell
1,529
-211
-12% -$38.8K 0.55% 96
2018
Q2 		$306K Buy
1,740
+27
+2% +$4.63K 0.59% 88
2018
Q1 		$281K Buy
+1,713
New +$283K 0.6% 85

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Pinion Investment Advisors's VBK Position: Q1 2025 in Review

Pinion Investment Advisors sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 847 shares — an estimated $237K sold.

Pinion Investment Advisors first reported a position in VBK in Q1 2018 and held it in 13 quarters. The position peaked at $591K in Q4 2020. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Pinion Investment Advisors reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Pinion Investment Advisors sold 847 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $237K.
  • Pinion Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2018 and held it in 13 quarters.
  • Pinion Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $591K in Q4 2020.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Pinion Investment Advisors's 13F filing for Q1 2025, filed 17 Apr 2025.