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Richmond Investment Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Richmond Investment Services’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 		$649K Hold
2,148
– – 0.1% 126
2025
Q4 		$649K Sell
2,148
-550
-20% -$166K 0.11% 116
2025
Q3 		$803K Buy
2,698
+4
+0.1% +$1.16K 0.15% 98
2025
Q2 		$747K Buy
2,694
+1,300
+93% +$335K 0.16% 89
2025
Q1 		$351K Buy
1,394
+59
+4% +$16.3K 0.19% 77
2024
Q4 		$374K Buy
+1,335
New +$377K 0.21% 68

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

Richmond Investment Services's VBK Position: Q1 2026 in Review

Richmond Investment Services held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 2,148 shares worth $649K. The position accounts for 0.1% of the portfolio, ranked #126.

Richmond Investment Services first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $803K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Richmond Investment Services held 2,148 shares of Vanguard Small-Cap Growth ETF worth $649K as of Q1 2026.
  • Richmond Investment Services left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.1% of Richmond Investment Services's portfolio in Q1 2026, its #126 holding.
  • Richmond Investment Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Richmond Investment Services's Vanguard Small-Cap Growth ETF position peaked at $803K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Richmond Investment Services's 13F filing for Q1 2026, filed 29 Apr 2026.