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Stonebridge Financial Group (Pennsylvania)’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Stonebridge Financial Group (Pennsylvania)’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
Q2 		– Sell
-163
Closed -$41K – 905
2025
Q1 		$41K Hold
163
– – ﹤0.01% 414
2024
Q4 		$45.6K Buy
+163
New +$46.1K 0.01% 392

Other funds holding VBK

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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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stonebridge Financial Group (Pennsylvania)'s VBK Position: Q2 2025 in Review

Stonebridge Financial Group (Pennsylvania) sold out of Vanguard Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 163 shares — an estimated $41K sold.

Stonebridge Financial Group (Pennsylvania) first reported a position in VBK in Q4 2024 and held it in 2 quarters. The position peaked at $45.6K in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Stonebridge Financial Group (Pennsylvania) reported no remaining Vanguard Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Stonebridge Financial Group (Pennsylvania) sold 163 Vanguard Small-Cap Growth ETF shares in Q2 2025, an estimated $41K.
  • Stonebridge Financial Group (Pennsylvania) first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Stonebridge Financial Group (Pennsylvania)'s Vanguard Small-Cap Growth ETF position peaked at $45.6K in Q4 2024.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2025.

Based on Stonebridge Financial Group (Pennsylvania)'s 13F filing for Q2 2025, filed 24 Jul 2025.