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Rossby Financial’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Rossby Financial’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 		$711K Buy
2,331
+2,220
+2,000% +$698K 0.15% 133
2025
Q4 		$33.5K Buy
111
+13
+13% +$3.92K 0.01% 619
2025
Q3 		$29.3K Buy
98
+17
+21% +$4.91K 0.01% 637
2025
Q2 		$22.4K Sell
81
-1
-1% -$258 0.01% 627
2025
Q1 		$20.2K Buy
+82
New +$22.7K 0.01% 617

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

Rossby Financial's VBK Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2,000% in Q1 2026, buying an estimated $698K and bringing the position to 2,331 shares worth $711K. The position accounts for 0.15% of the portfolio, ranked #133.

Rossby Financial first reported a position in VBK in Q1 2025 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Rossby Financial held 2,331 shares of Vanguard Small-Cap Growth ETF worth $711K as of Q1 2026.
  • Rossby Financial bought 2,220 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $698K.
  • Vanguard Small-Cap Growth ETF made up 0.15% of Rossby Financial's portfolio in Q1 2026, its #133 holding.
  • Rossby Financial first reported a position in Vanguard Small-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.