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Roble Belko & Company’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Roble Belko & Company’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 		$307K Buy
1,017
+1,014
+33,800% +$319K 0.04% 104
2025
Q4 		$1K Hold
3
– – ﹤0.01% 446
2025
Q3 		$1K Buy
+3
New +$866 ﹤0.01% 416
2025
Q2 		– Sell
-64
Closed -$16K – 480
2025
Q1 		$16K Hold
64
– – ﹤0.01% 235
2024
Q4 		$18K Buy
64
+1
+2% +$283 ﹤0.01% 222
2024
Q3 		$17K Hold
63
– – ﹤0.01% 215
2024
Q2 		$16K Hold
63
– – ﹤0.01% 220
2024
Q1 		$17K Hold
63
– – ﹤0.01% 226
2023
Q4 		$15K Buy
63
+20
+47% +$4.34K ﹤0.01% 217
2023
Q3 		$9K Buy
+43
New +$9.77K ﹤0.01% 221

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

Roble Belko & Company's VBK Position: Q1 2026 in Review

Roble Belko & Company increased its Vanguard Small-Cap Growth ETF (VBK) stake by 33,800% in Q1 2026, buying an estimated $319K and bringing the position to 1,017 shares worth $307K. The position accounts for 0.04% of the portfolio, ranked #104.

Roble Belko & Company first reported a position in VBK in Q3 2023 and has held it in 10 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Roble Belko & Company held 1,017 shares of Vanguard Small-Cap Growth ETF worth $307K as of Q1 2026.
  • Roble Belko & Company bought 1,014 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $319K.
  • Vanguard Small-Cap Growth ETF made up 0.04% of Roble Belko & Company's portfolio in Q1 2026, its #104 holding.
  • Roble Belko & Company first reported a position in Vanguard Small-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Roble Belko & Company's 13F filing for Q1 2026, filed 16 Apr 2026.