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Prestige Wealth Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Prestige Wealth Management Group’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 		– Sell
-29
Closed -$8.76K – 1173
2025
Q4 		$8.76K Hold
29
– – ﹤0.01% 477
2025
Q3 		$8.63K Hold
29
– – ﹤0.01% 479
2025
Q2 		$8.03K Sell
29
-100
-78% -$25.8K ﹤0.01% 477
2025
Q1 		$32.5K Hold
129
– – 0.01% 300
2024
Q4 		$36.1K Hold
129
– – 0.01% 295
2024
Q3 		$34.5K Buy
129
+100
+345% +$25.6K 0.01% 283
2024
Q2 		$7.25K Hold
29
– – ﹤0.01% 470
2024
Q1 		$7.56K Hold
29
– – ﹤0.01% 494
2023
Q4 		$7.01K Hold
29
– – ﹤0.01% 522
2023
Q3 		$6.21K Hold
29
– – ﹤0.01% 537
2023
Q2 		$6.66K Hold
29
– – ﹤0.01% 527
2023
Q1 		$6.28K Sell
29
-261
-90% -$56.4K ﹤0.01% 520
2022
Q4 		$58.2K Buy
290
+261
+900% +$53.4K 0.02% 245
2022
Q3 		$6K Hold
29
– – ﹤0.01% 529
2022
Q2 		$6K Hold
29
– – ﹤0.01% 555
2022
Q1 		$7K Hold
29
– – ﹤0.01% 551
2021
Q4 		$8K Hold
29
– – ﹤0.01% 535
2021
Q3 		$8K Hold
29
– – ﹤0.01% 540
2021
Q2 		$8K Hold
29
– – ﹤0.01% 533
2021
Q1 		$8K Hold
29
– – ﹤0.01% 533
2020
Q4 		$8K Hold
29
– – ﹤0.01% 497
2020
Q3 		$6K Hold
29
– – ﹤0.01% 525
2020
Q2 		$6K Buy
+29
New +$5.24K ﹤0.01% 509
2020
Q1 		– Sell
-1,085
Closed -$216K – 1013
2019
Q4 		$216K Sell
1,085
-12
-1% -$2.28K 0.12% 111
2019
Q3 		$199K Sell
1,097
-11
-1% -$2.05K 0.12% 110
2019
Q2 		$206K Sell
1,108
-540
-33% -$98.2K 0.12% 108
2019
Q1 		$296K Sell
1,648
-96
-6% -$16.5K 0.18% 98
2018
Q4 		$263K Buy
+1,744
New +$288K 0.19% 91

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

Prestige Wealth Management Group's VBK Position: Q1 2026 in Review

Prestige Wealth Management Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 29 shares — an estimated $8.76K sold.

Prestige Wealth Management Group first reported a position in VBK in Q4 2018 and held it in 28 quarters. The position peaked at $296K in Q1 2019. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Prestige Wealth Management Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Prestige Wealth Management Group sold 29 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $8.76K.
  • Prestige Wealth Management Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and held it in 28 quarters.
  • Prestige Wealth Management Group's Vanguard Small-Cap Growth ETF position peaked at $296K in Q1 2019.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Prestige Wealth Management Group's 13F filing for Q1 2026, filed 13 May 2026.