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Private Portfolio Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Private Portfolio Partners’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
2024
Q4 		$20.7M Buy
73,864
+662
+0.9% +$187K 3.8% 3
2024
Q3 		$19.6M Buy
+73,202
New +$18.8M 3.67% 3
2024
Q2 		– Sell
-70,792
Closed -$18.5M – 252
2024
Q1 		$18.5M Buy
70,792
+368
+0.5% +$90.4K 3.85% 3
2023
Q4 		$17M Buy
70,424
+693
+1% +$150K 3.91% 3
2023
Q3 		$14.9M Buy
69,731
+1,167
+2% +$265K 3.87% 3
2023
Q2 		$15.8M Sell
68,564
-445
-0.6% -$96.8K 4.04% 3
2023
Q1 		$14.9M Buy
69,009
+1,558
+2% +$337K 4.05% 3
2022
Q4 		$13.5M Buy
67,451
+1,434
+2% +$293K 3.56% 3
2022
Q3 		$12.9M Buy
66,017
+1,235
+2% +$265K 3.67% 3
2022
Q2 		$12.8M Buy
64,782
+9,522
+17% +$2.06M 3.56% 3
2022
Q1 		$13.7M Buy
55,260
+7,895
+17% +$1.94M 3.39% 3
2021
Q4 		$13.3M Buy
47,365
+2,140
+5% +$614K 3.42% 3
2021
Q3 		$12.7M Buy
45,225
+456
+1% +$131K 3.62% 3
2021
Q2 		$13M Buy
44,769
+915
+2% +$256K 3.76% 3
2021
Q1 		$12M Sell
43,854
-210
-0.5% -$59.2K 3.91% 3
2020
Q4 		$11.8M Buy
44,064
+87
+0.2% +$21K 4.17% 3
2020
Q3 		$9.45M Buy
43,977
+1,847
+4% +$390K 3.83% 3
2020
Q2 		$8.41M Buy
42,130
+1,599
+4% +$289K 3.88% 3
2020
Q1 		$6.09M Buy
40,531
+1,462
+4% +$271K 3.24% 3
2019
Q4 		$7.76M Buy
39,069
+1,648
+4% +$313K 3.37% 3
2019
Q3 		$6.81M Buy
37,421
+1,959
+6% +$365K 3.2% 3
2019
Q2 		$6.6M Buy
35,462
+3,142
+10% +$572K 2.83% 3
2019
Q1 		$5.81M Sell
32,320
-565
-2% -$97K 3.07% 3
2018
Q4 		$4.95M Buy
+32,885
New +$5.42M 3.05% 3

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Koshinski Asset Management
Koshinski Asset Management Decatur, Illinois $1.6B AUM 20.7% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 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
EP
Essential Planning Portsmouth, New Hampshire $315M AUM 11.68% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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

Private Portfolio Partners's VBK Position: Q4 2024 in Review

Private Portfolio Partners increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.9% in Q4 2024, buying an estimated $187K and bringing the position to 73,864 shares worth $20.7M. The position accounts for 3.8% of the portfolio, ranked #3.

Private Portfolio Partners first reported a position in VBK in Q4 2018 and has held it in 24 quarters since. 1,120 funds tracked by Wall St. Rank hold VBK as of Q4 2024.

  • Private Portfolio Partners held 73,864 shares of Vanguard Small-Cap Growth ETF worth $20.7M as of Q4 2024.
  • Private Portfolio Partners bought 662 Vanguard Small-Cap Growth ETF shares in Q4 2024, an estimated $187K.
  • Vanguard Small-Cap Growth ETF made up 3.8% of Private Portfolio Partners's portfolio in Q4 2024, its #3 holding.
  • Private Portfolio Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2018 and has held it in 24 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2024.

Based on Private Portfolio Partners's 13F filing for Q4 2024, filed 12 Feb 2025.