RWA Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $111M | Buy |
368,412
+15,961
| +5% | +$5.02M | 1.22% | 15 |
|
|
2025
Q4 | $106M | Sell |
352,451
-13,544
| -4% | -$4.09M | 1.16% | 13 |
|
|
2025
Q3 | $109M | Buy |
365,995
+8,691
| +2% | +$2.51M | 1.24% | 13 |
|
|
2025
Q2 | $99M | Buy |
357,304
+23,706
| +7% | +$6.1M | 1.24% | 13 |
|
|
2025
Q1 | $84M | Buy |
333,598
+12,918
| +4% | +$3.58M | 1.06% | 16 |
|
|
2024
Q4 | $89.8M | Buy |
320,680
+20,371
| +7% | +$5.76M | 1.11% | 14 |
|
|
2024
Q3 | $80.3M | Sell |
300,309
-3,453
| -1% | -$885K | 1% | 14 |
|
|
2024
Q2 | $76M | Buy |
303,762
+7,113
| +2% | +$1.77M | 1% | 14 |
|
|
2024
Q1 | $77.3M | Buy |
296,649
+5,338
| +2% | +$1.31M | 1.04% | 14 |
|
|
2023
Q4 | $70.4M | Buy |
291,311
+16,054
| +6% | +$3.48M | 1% | 14 |
|
|
2023
Q3 | $59M | Buy |
275,257
+5,129
| +2% | +$1.17M | 1.28% | 10 |
|
|
2023
Q2 | $62.1M | Buy |
270,128
+7,948
| +3% | +$1.73M | 1.36% | 11 |
|
|
2023
Q1 | $56.7M | Buy |
262,180
+6,774
| +3% | +$1.46M | 1.36% | 11 |
|
|
2022
Q4 | $54.1M | Buy |
255,406
+202,161
| +380% | +$41.4M | 1.35% | 11 |
|
|
2022
Q3 | $10.4M | Buy |
53,245
+1,483
| +3% | +$318K | 0.73% | 27 |
|
|
2022
Q2 | $10.2M | Sell |
51,762
-1,548
| -3% | -$336K | 0.69% | 25 |
|
|
2022
Q1 | $13.2M | Sell |
53,310
-10,943
| -17% | -$2.69M | 0.86% | 25 |
|
|
2021
Q4 | $18.1M | Sell |
64,253
-1,208
| -2% | -$346K | 1.22% | 16 |
|
|
2021
Q3 | $18.3M | Sell |
65,461
-138
| -0.2% | -$39.5K | 1.37% | 18 |
|
|
2021
Q2 | $19M | Sell |
65,599
-650
| -1% | -$182K | 1.42% | 16 |
|
|
2021
Q1 | $18.2M | Sell |
66,249
-2,481
| -4% | -$699K | 1.47% | 17 |
|
|
2020
Q4 | $18.4M | Sell |
68,730
-4,641
| -6% | -$1.12M | 1.63% | 14 |
|
|
2020
Q3 | $15.8M | Sell |
73,371
-1,734
| -2% | -$366K | 1.66% | 13 |
|
|
2020
Q2 | $15M | Buy |
75,105
+7,811
| +12% | +$1.41M | 1.83% | 14 |
|
|
2020
Q1 | $10.1M | Buy |
67,294
+49,968
| +288% | +$9.27M | 1.43% | 14 |
|
|
2019
Q4 | $3.44M | Sell |
17,326
-298
| -2% | -$56.5K | 0.34% | 69 |
|
|
2019
Q3 | $3.21M | Sell |
17,624
-404
| -2% | -$75.2K | 0.34% | 69 |
|
|
2019
Q2 | $3.36M | Sell |
18,028
-163
| -0.9% | -$29.6K | 0.36% | 66 |
|
|
2019
Q1 | $3.27M | Sell |
18,191
-17,723
| -49% | -$3.04M | 0.37% | 67 |
|
|
2018
Q4 | $5.41M | Buy |
35,914
+29,752
| +483% | +$4.91M | 0.71% | 35 |
|
|
2018
Q3 | $1.15M | Buy |
6,162
+369
| +6% | +$67.9K | 0.13% | 111 |
|
|
2018
Q2 | $1.02M | Sell |
5,793
-308
| -5% | -$52.8K | 0.11% | 123 |
|
|
2018
Q1 | $1M | Sell |
6,101
-15,699
| -72% | -$2.59M | 0.13% | 111 |
|
|
2017
Q4 | $3.51M | Sell |
21,800
-267
| -1% | -$42K | 0.39% | 72 |
|
|
2017
Q3 | $3.37M | Buy |
22,067
+62
| +0.3% | +$9.12K | 0.38% | 75 |
|
|
2017
Q2 | $3.21M | Buy |
22,005
+607
| +3% | +$87K | 0.39% | 67 |
|
|
2017
Q1 | $3.01M | Buy |
21,398
+15,926
| +291% | +$2.21M | 0.39% | 67 |
|
|
2016
Q4 | $729K | Buy |
+5,472
| New | +$715K | 0.66% | 10 |
|
Other funds holding VBK
EWA
RWA Wealth Partners's VBK Position: Q1 2026 in Review
RWA Wealth Partners increased its Vanguard Small-Cap Growth ETF (VBK) stake by 4.5% in Q1 2026, buying an estimated $5.02M and bringing the position to 368,412 shares worth $111M. The position accounts for 1.22% of the portfolio, ranked #15.
RWA Wealth Partners first reported a position in VBK in Q4 2016 and has held it in 38 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- RWA Wealth Partners held 368,412 shares of Vanguard Small-Cap Growth ETF worth $111M as of Q1 2026.
- RWA Wealth Partners bought 15,961 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $5.02M.
- Vanguard Small-Cap Growth ETF made up 1.22% of RWA Wealth Partners's portfolio in Q1 2026, its #15 holding.
- RWA Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q4 2016 and has held it in 38 quarters since.
- 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.
Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.