Quotient Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Quotient Wealth 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
2026 Q1	$1.08M	Sell	3,576 -6	-0.2%	-$1.89K	0.03%	116
2025 Q4	$1.08M	Buy	3,582 +12	+0.3%	+$3.62K	0.03%	116
2025 Q3	$1.06M	Sell	3,570 -3	-0.1%	-$866	0.03%	111
2025 Q2	$990K	Sell	3,573 -262	-7%	-$67.5K	0.03%	116
2025 Q1	$966K	Sell	3,835 -42	-1%	-$11.6K	0.03%	111
2024 Q4	$1.09M	Sell	3,877 -115	-3%	-$32.5K	0.04%	94
2024 Q3	$1.07M	Sell	3,992 -25	-0.6%	-$6.41K	0.04%	102
2024 Q2	$1M	Sell	4,017 -2,019	-33%	-$504K	0.04%	104
2024 Q1	$1.57M	Sell	6,036 -5,323	-47%	-$1.31M	0.06%	88
2023 Q4	$2.75M	Buy	+11,359	New	+$2.47M	0.11%	77

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Quotient Wealth Partners's VBK Position: Q1 2026 in Review

Quotient Wealth Partners reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 0.17% in Q1 2026, selling an estimated $1.89K and leaving 3,576 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #116.

Quotient Wealth Partners first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.75M in Q4 2023. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Quotient Wealth Partners held 3,576 shares of Vanguard Small-Cap Growth ETF worth $1.08M as of Q1 2026.
Quotient Wealth Partners sold 6 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $1.89K.
Vanguard Small-Cap Growth ETF made up 0.03% of Quotient Wealth Partners's portfolio in Q1 2026, its #116 holding.
Quotient Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Quotient Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $2.75M in Q4 2023.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Quotient Wealth Partners's 13F filing for Q1 2026, filed 16 Apr 2026.