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Private Advisor Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Private Advisor 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
2023
Q4 		– Sell
-75,600
Closed -$162K – 2514
2023
Q3 		$162K Buy
+75,600
New +$17.2M ﹤0.01% 1913

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

Private Advisor Group's VBK Position: Q1 2026 in Review

Private Advisor Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 31% in Q1 2026, selling an estimated $13.3M and leaving 93,386 shares worth $28.2M. The position accounts for 0.13% of the portfolio, ranked #163.

Private Advisor Group first reported a position in VBK in Q4 2013 and has held it in 50 quarters since. The position peaked at $41M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Private Advisor Group held 93,386 shares of Vanguard Small-Cap Growth ETF worth $28.2M as of Q1 2026.
  • Private Advisor Group sold 42,201 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $13.3M.
  • Vanguard Small-Cap Growth ETF made up 0.13% of Private Advisor Group's portfolio in Q1 2026, its #163 holding.
  • Private Advisor Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2013 and has held it in 50 quarters since.
  • Private Advisor Group's Vanguard Small-Cap Growth ETF position peaked at $41M in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.