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Sand Hill Global Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sand Hill Global 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
2026
Q1 		$95M Buy
314,286
+8,045
+3% +$2.53M 3.2% 10
2025
Q4 		$92.5M Buy
306,241
+525
+0.2% +$158K 3.23% 9
2025
Q3 		$91M Sell
305,716
-1,449
-0.5% -$418K 3.2% 9
2025
Q2 		$85.1M Buy
307,165
+302,050
+5,905% +$77.8M 3.16% 8
2025
Q1 		$1.29M Buy
5,115
+3,279
+179% +$909K 0.05% 108
2024
Q4 		$514K Buy
1,836
+82
+5% +$23.2K 0.02% 140
2024
Q3 		$469K Sell
1,754
-39
-2% -$9.99K 0.02% 142
2024
Q2 		$448K Buy
1,793
+166
+10% +$41.4K 0.02% 143
2024
Q1 		$424K Sell
1,627
-69,401
-98% -$17M 0.02% 125
2023
Q4 		$17.2M Buy
71,028
+62,517
+735% +$13.6M 0.83% 20
2023
Q3 		$1.82M Buy
8,511
+710
+9% +$161K 0.1% 82
2023
Q2 		$1.79M Sell
7,801
-2,814
-27% -$612K 0.09% 82
2023
Q1 		$2.3M Sell
10,615
-35,592
-77% -$7.69M 0.12% 77
2022
Q4 		$9.27M Buy
46,207
+42,737
+1,232% +$8.74M 0.52% 32
2022
Q3 		$677K Sell
3,470
-72,078
-95% -$15.5M 0.04% 105
2022
Q2 		$14.9M Buy
75,548
+74,042
+4,916% +$16.1M 0.85% 20
2022
Q1 		$374K Sell
1,506
-638
-30% -$157K 0.02% 121
2021
Q4 		$604K Buy
+2,144
New +$615K 0.03% 105

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

Sand Hill Global Advisors's VBK Position: Q1 2026 in Review

Sand Hill Global Advisors increased its Vanguard Small-Cap Growth ETF (VBK) stake by 2.6% in Q1 2026, buying an estimated $2.53M and bringing the position to 314,286 shares worth $95M. The position accounts for 3.2% of the portfolio, ranked #10.

Sand Hill Global Advisors first reported a position in VBK in Q4 2021 and has held it in 18 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Sand Hill Global Advisors held 314,286 shares of Vanguard Small-Cap Growth ETF worth $95M as of Q1 2026.
  • Sand Hill Global Advisors bought 8,045 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $2.53M.
  • Vanguard Small-Cap Growth ETF made up 3.2% of Sand Hill Global Advisors's portfolio in Q1 2026, its #10 holding.
  • Sand Hill Global Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Sand Hill Global Advisors's 13F filing for Q1 2026, filed 14 May 2026.