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

Refined Wealth Management’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	-942	Closed	-$285K	–	54
2025 Q4	$285K	Buy	+942	New	+$284K	0.19%	33

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

Refined Wealth Management's VBK Position: Q1 2026 in Review

Refined Wealth Management sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 942 shares — an estimated $285K sold.

Refined Wealth Management first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $285K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Refined Wealth Management reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Refined Wealth Management sold 942 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $285K.
Refined Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
Refined Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $285K in Q4 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Refined Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.