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Running Point Capital Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Running Point Capital 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
2025
Q4 		$3.63K Hold
12
– – ﹤0.01% 177
2025
Q3 		$3.57K Hold
12
– – ﹤0.01% 182
2025
Q2 		$3.32K Hold
12
– – ﹤0.01% 174
2025
Q1 		$3.02K Buy
+12
New +$3.33K ﹤0.01% 169

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $176M AUM
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

Running Point Capital Advisors's VBK Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q4 2025 at 12 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Running Point Capital Advisors first reported a position in VBK in Q1 2025 and has held it in 4 quarters since. 1,209 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Running Point Capital Advisors held 12 shares of Vanguard Small-Cap Growth ETF worth $3.63K as of Q4 2025.
  • Running Point Capital Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q4 2025.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #177 holding.
  • Running Point Capital Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,209 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.