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Spurstone Advisory Services’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Spurstone Advisory Services’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 		$302 Sell
1
-1
-50% -$314 0.01% 67
2025
Q4 		$604 Hold
2
– – 0.01% 79
2025
Q3 		$595 Hold
2
– – 0.01% 97
2025
Q2 		$552 Hold
2
– – 0.01% 120
2025
Q1 		$503 Hold
2
– – 0.01% 88
2024
Q4 		$560 Buy
+2
New +$565 0.01% 67

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

Spurstone Advisory Services's VBK Position: Q1 2026 in Review

Spurstone Advisory Services reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 50% in Q1 2026, selling an estimated $314 and leaving 1 share worth $302. The position accounts for 0.01% of the portfolio, ranked #67.

Spurstone Advisory Services first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $604 in Q4 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Spurstone Advisory Services held 1 share of Vanguard Small-Cap Growth ETF worth $302 as of Q1 2026.
  • Spurstone Advisory Services sold 1 Vanguard Small-Cap Growth ETF share in Q1 2026, an estimated $314.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q1 2026, its #67 holding.
  • Spurstone Advisory Services first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Spurstone Advisory Services's Vanguard Small-Cap Growth ETF position peaked at $604 in Q4 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Spurstone Advisory Services's 13F filing for Q1 2026, filed 28 Apr 2026.