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

Shepherd Financial Partners’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	$560K	Buy	1,854 +13	+0.7%	+$4.09K	0.05%	149
2025 Q4	$556K	Hold	1,841	–	–	0.05%	153
2025 Q3	$548K	Hold	1,841	–	–	0.05%	153
2025 Q2	$510K	Hold	1,841	–	–	0.05%	157
2025 Q1	$464K	Hold	1,841	–	–	0.05%	161
2024 Q4	$516K	Sell	1,841 -3	-0.2%	-$848	0.06%	141
2024 Q3	$493K	Buy	1,844 +3	+0.2%	+$769	0.06%	145
2024 Q2	$460K	Hold	1,841	–	–	0.06%	150
2024 Q1	$480K	Sell	1,841 -74	-4%	-$18.2K	0.06%	153
2023 Q4	$463K	Hold	1,915	–	–	0.07%	145
2023 Q3	$410K	Buy	+1,915	New	+$435K	0.06%	145

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Shepherd Financial Partners's VBK Position: Q1 2026 in Review

Shepherd Financial Partners increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.71% in Q1 2026, buying an estimated $4.09K and bringing the position to 1,854 shares worth $560K. The position accounts for 0.05% of the portfolio, ranked #149.

Shepherd Financial Partners first reported a position in VBK in Q3 2023 and has held it in 11 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Shepherd Financial Partners held 1,854 shares of Vanguard Small-Cap Growth ETF worth $560K as of Q1 2026.
Shepherd Financial Partners bought 13 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $4.09K.
Vanguard Small-Cap Growth ETF made up 0.05% of Shepherd Financial Partners's portfolio in Q1 2026, its #149 holding.
Shepherd Financial Partners first reported a position in Vanguard Small-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

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