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RiverFront Investment Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

RiverFront Investment Group’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
-791
Closed -$239K – 395
2025
Q4 		$239K Buy
+791
New +$239K ﹤0.01% 322

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

RiverFront Investment Group's VBK Position: Q1 2026 in Review

RiverFront Investment Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 791 shares — an estimated $239K sold.

RiverFront Investment Group first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $239K in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • RiverFront Investment Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • RiverFront Investment Group sold 791 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $239K.
  • RiverFront Investment Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • RiverFront Investment Group's Vanguard Small-Cap Growth ETF position peaked at $239K in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on RiverFront Investment Group's 13F filing for Q1 2026, filed 11 May 2026.