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SPC Financial Inc’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

SPC Financial Inc’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
Q3 		$591K Buy
1,985
+2
+0.1% +$577 0.05% 160
2025
Q2 		$549K Sell
1,983
-57,322
-97% -$14.8M 0.05% 163
2025
Q1 		$14.9M Buy
59,305
+1,795
+3% +$497K 1.31% 26
2024
Q4 		$16.1M Buy
57,510
+55,464
+2,711% +$15.7M 1.4% 24
2024
Q3 		$547K Sell
2,046
-21
-1% -$5.38K 0.05% 160
2024
Q2 		$517K Sell
2,067
-80
-4% -$20K 0.05% 151
2024
Q1 		$560K Buy
2,147
+16
+0.8% +$3.93K 0.05% 146
2023
Q4 		$515K Sell
2,131
-181
-8% -$39.3K 0.05% 142
2023
Q3 		$495K Buy
2,312
+21
+0.9% +$4.77K 0.06% 141
2023
Q2 		$526K Buy
2,291
+62
+3% +$13.5K 0.06% 133
2023
Q1 		$482K Buy
2,229
+35
+2% +$7.57K 0.06% 134
2022
Q4 		$440K Buy
2,194
+157
+8% +$32.1K 0.05% 132
2022
Q3 		$397K Sell
2,037
-25
-1% -$5.37K 0.05% 135
2022
Q2 		$406K Buy
2,062
+239
+13% +$51.8K 0.05% 140
2022
Q1 		$452K Sell
1,823
-30
-2% -$7.39K 0.05% 132
2021
Q4 		$522K Buy
1,853
+179
+11% +$51.3K 0.06% 120
2021
Q3 		$469K Sell
1,674
-207
-11% -$59.3K 0.06% 116
2021
Q2 		$545K Hold
1,881
– – 0.07% 105
2021
Q1 		$517K Hold
1,881
– – 0.07% 102
2020
Q4 		$503K Sell
1,881
-51,959
-97% -$12.6M 0.07% 102
2020
Q3 		$11.6M Buy
53,840
+52,065
+2,933% +$11M 2% 19
2020
Q2 		$354K Hold
1,775
– – 0.07% 102
2020
Q1 		$267K Hold
1,775
– – 0.07% 110
2019
Q4 		$353K Buy
+1,775
New +$337K 0.06% 106
2019
Q3 		– Sell
-56,284
Closed -$10.5M – 134
2019
Q2 		$10.5M Sell
56,284
-927
-2% -$169K 2.11% 18
2019
Q1 		$10.3M Sell
57,211
-2,520
-4% -$433K 2.2% 17
2018
Q4 		$8.99M Buy
59,731
+3,605
+6% +$595K 2.48% 18
2018
Q3 		$10.5M Sell
56,126
-1,089
-2% -$200K 2.1% 19
2018
Q2 		$10.1M Buy
57,215
+336
+0.6% +$57.6K 2.2% 16
2018
Q1 		$9.32M Buy
56,879
+3,131
+6% +$516K 2.13% 17
2017
Q4 		$8.64M Buy
+53,748
New +$8.45M 2% 18
2016
Q1 		– Sell
-51,898
Closed -$6.3M – 119
2015
Q4 		$6.3M Buy
51,898
+890
+2% +$110K 2.48% 18
2015
Q3 		$6.01M Buy
51,008
+4,948
+11% +$640K 2.58% 15
2015
Q2 		$6.18M Buy
46,060
+255
+0.6% +$34.4K 1.73% 18
2015
Q1 		$6.04M Sell
45,805
-20
-0% -$2.59K 1.66% 16
2014
Q4 		$5.77M Buy
45,825
+11,380
+33% +$1.4M 1.68% 19
2014
Q3 		$4.14M Buy
34,445
+2,830
+9% +$351K 1.2% 33
2014
Q2 		$4.03M Buy
31,615
+970
+3% +$118K 1.13% 34
2014
Q1 		$3.81M Buy
30,645
+2,335
+8% +$289K 1.16% 32
2013
Q4 		$3.46M Buy
28,310
+2,410
+9% +$284K 1.08% 33
2013
Q3 		$2.96M Buy
+25,900
New +$2.86M 1.05% 33

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SPC Financial Inc's VBK Position: Q3 2025 in Review

SPC Financial Inc increased its Vanguard Small-Cap Growth ETF (VBK) stake by 0.1% in Q3 2025, buying an estimated $577 and bringing the position to 1,985 shares worth $591K. The position accounts for 0.05% of the portfolio, ranked #160.

SPC Financial Inc first reported a position in VBK in Q3 2013 and has held it in 41 quarters since. The position peaked at $16.1M in Q4 2024. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • SPC Financial Inc held 1,985 shares of Vanguard Small-Cap Growth ETF worth $591K as of Q3 2025.
  • SPC Financial Inc bought 2 Vanguard Small-Cap Growth ETF shares in Q3 2025, an estimated $577.
  • Vanguard Small-Cap Growth ETF made up 0.05% of SPC Financial Inc's portfolio in Q3 2025, its #160 holding.
  • SPC Financial Inc first reported a position in Vanguard Small-Cap Growth ETF in Q3 2013 and has held it in 41 quarters since.
  • SPC Financial Inc's Vanguard Small-Cap Growth ETF position peaked at $16.1M in Q4 2024.
  • 1,110 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q3 2025.

Based on SPC Financial Inc's 13F filing for Q3 2025, filed 5 Nov 2025.