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River Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

River Wealth Advisors’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 		$2.32M Sell
7,670
-190
-2% -$59.7K 0.27% 73
2025
Q4 		$2.37M Sell
7,860
-72
-0.9% -$21.7K 0.27% 75
2025
Q3 		$2.36M Sell
7,932
-87
-1% -$25.1K 0.28% 73
2025
Q2 		$2.22M Sell
8,019
-12,713
-61% -$3.27M 0.28% 76
2025
Q1 		$5.22M Sell
20,732
-634
-3% -$176K 0.73% 40
2024
Q4 		$5.98M Sell
21,366
-691
-3% -$195K 0.79% 33
2024
Q3 		$5.9M Sell
22,057
-76
-0.3% -$19.5K 0.79% 35
2024
Q2 		$5.54M Sell
22,133
-615
-3% -$153K 0.79% 34
2024
Q1 		$5.93M Buy
22,748
+105
+0.5% +$25.8K 0.86% 30
2023
Q4 		$5.47M Sell
22,643
-454
-2% -$98.6K 0.87% 29
2023
Q3 		$4.95M Sell
23,097
-842
-4% -$191K 0.88% 31
2023
Q2 		$5.5M Sell
23,939
-475
-2% -$103K 0.93% 25
2023
Q1 		$5.28M Sell
24,414
-710
-3% -$153K 0.96% 24
2022
Q4 		$5.04M Sell
25,124
-1,917
-7% -$392K 0.97% 24
2022
Q3 		$5.28M Sell
27,041
-35,760
-57% -$7.68M 1.14% 22
2022
Q2 		$12.4M Sell
62,801
-61
-0.1% -$13.2K 2.28% 10
2022
Q1 		$15.6M Buy
62,862
+2,000
+3% +$492K 2.49% 8
2021
Q4 		$17.1M Buy
60,862
+759
+1% +$218K 2.66% 7
2021
Q3 		$16.8M Buy
60,103
+53
+0.1% +$15.2K 2.88% 6
2021
Q2 		$17.4M Buy
60,050
+244
+0.4% +$68.3K 3.04% 5
2021
Q1 		$16.4M Buy
59,806
+32,876
+122% +$9.27M 3.08% 4
2020
Q4 		$7.21M Buy
26,930
+6,407
+31% +$1.55M 1.56% 15
2020
Q3 		$4.41M Buy
20,523
+10,589
+107% +$2.24M 1.15% 22
2020
Q2 		$1.98M Buy
9,934
+6,488
+188% +$1.17M 0.6% 54
2020
Q1 		$518K Sell
3,446
-563
-14% -$104K 0.21% 104
2019
Q4 		$797K Buy
4,009
+1,751
+78% +$332K 0.27% 93
2019
Q3 		$411K Buy
2,258
+70
+3% +$13K 0.16% 119
2019
Q2 		$407K Buy
+2,188
New +$398K 0.16% 119
2019
Q1 		– Sell
-664
Closed -$100K – 474
2018
Q4 		$100K Buy
664
+85
+15% +$14K 0.04% 190
2018
Q3 		$108K Hold
579
– – 0.04% 201
2018
Q2 		$102K Buy
+579
New +$99.3K 0.04% 199

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

River Wealth Advisors's VBK Position: Q1 2026 in Review

River Wealth Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 2.4% in Q1 2026, selling an estimated $59.7K and leaving 7,670 shares worth $2.32M. The position accounts for 0.27% of the portfolio, ranked #73.

River Wealth Advisors first reported a position in VBK in Q2 2018 and has held it in 31 quarters since. The position peaked at $17.4M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • River Wealth Advisors held 7,670 shares of Vanguard Small-Cap Growth ETF worth $2.32M as of Q1 2026.
  • River Wealth Advisors sold 190 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $59.7K.
  • Vanguard Small-Cap Growth ETF made up 0.27% of River Wealth Advisors's portfolio in Q1 2026, its #73 holding.
  • River Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2018 and has held it in 31 quarters since.
  • River Wealth Advisors's Vanguard Small-Cap Growth ETF position peaked at $17.4M in Q2 2021.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on River Wealth Advisors's 13F filing for Q1 2026, filed 13 May 2026.