Solutions 4 Wealth’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Solutions 4 Wealth’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	$688K	Buy	2,277 +219	+11%	+$68.8K	1.04%	29
2025 Q4	$622K	Sell	2,058 -318	-13%	-$95.9K	0.94%	29
2025 Q3	$707K	Buy	2,376 +2	+0.1%	+$577	1.1%	24
2025 Q2	$658K	Hold	2,374	–	–	1.1%	24
2025 Q1	$598K	Buy	2,374 +2	+0.1%	+$554	1.05%	23
2024 Q4	$664K	Buy	2,372 +1	+0%	+$283	1.2%	22
2024 Q3	$634K	Sell	2,371 -23	-1%	-$5.89K	1.24%	22
2024 Q2	$599K	Sell	2,394 -4	-0.2%	-$998	1.36%	18
2024 Q1	$625K	Buy	2,398 +1	+0%	+$246	1.76%	15
2023 Q4	$580K	Buy	+2,397	New	+$520K	1.89%	15

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

Solutions 4 Wealth's VBK Position: Q1 2026 in Review

Solutions 4 Wealth increased its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q1 2026, buying an estimated $68.8K and bringing the position to 2,277 shares worth $688K. The position accounts for 1.04% of the portfolio, ranked #29.

Solutions 4 Wealth first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $707K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Solutions 4 Wealth held 2,277 shares of Vanguard Small-Cap Growth ETF worth $688K as of Q1 2026.
Solutions 4 Wealth bought 219 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $68.8K.
Vanguard Small-Cap Growth ETF made up 1.04% of Solutions 4 Wealth's portfolio in Q1 2026, its #29 holding.
Solutions 4 Wealth first reported a position in Vanguard Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Solutions 4 Wealth's Vanguard Small-Cap Growth ETF position peaked at $707K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Solutions 4 Wealth's 13F filing for Q1 2026, filed 5 May 2026.