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Ross\Johnson & Associates’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Ross\Johnson & Associates’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 		$5.81K Hold
19
– – 0.1% 45
2025
Q4 		$5.8K Hold
19
– – 0.11% 48
2025
Q3 		$5.7K Hold
19
– – 0.11% 43
2025
Q2 		$5.29K Hold
19
– – 0.11% 41
2025
Q1 		$4.81K Hold
19
– – 0.08% 92
2024
Q4 		$5.34K Buy
+19
New +$5.37K 0.12% 43

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

Ross\Johnson & Associates's VBK Position: Q1 2026 in Review

Ross\Johnson & Associates held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 19 shares worth $5.81K. The position accounts for 0.1% of the portfolio, ranked #45.

Ross\Johnson & Associates first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Ross\Johnson & Associates held 19 shares of Vanguard Small-Cap Growth ETF worth $5.81K as of Q1 2026.
  • Ross\Johnson & Associates left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.1% of Ross\Johnson & Associates's portfolio in Q1 2026, its #45 holding.
  • Ross\Johnson & Associates first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Ross\Johnson & Associates's 13F filing for Q1 2026, filed 8 May 2026.