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StoneX Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

StoneX Group’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 		$832K Sell
2,752
-3,675
-57% -$1.16M 0.04% 299
2025
Q4 		$1.95M Sell
6,427
-1,725
-21% -$520K 0.08% 188
2025
Q3 		$2.43M Sell
8,152
-63
-0.8% -$18.2K 0.11% 167
2025
Q2 		$2.28M Buy
8,215
+872
+12% +$225K 0.11% 164
2025
Q1 		$1.85M Sell
7,343
-748
-9% -$207K 0.1% 183
2024
Q4 		$2.27M Buy
8,091
+3,094
+62% +$875K 0.12% 156
2024
Q3 		$1.34M Buy
4,997
+583
+13% +$149K 0.6% 28
2024
Q2 		$1.11M Buy
+4,414
New +$1.1M 0.52% 41
2024
Q1 		– Sell
-4,531
Closed -$1.1M – 448
2023
Q4 		$1.1M Buy
4,531
+62
+1% +$13.5K 0.59% 39
2023
Q3 		$957K Sell
4,469
-52
-1% -$11.8K 0.53% 34
2023
Q2 		$1.04M Buy
4,521
+8
+0.2% +$1.74K 0.59% 33
2023
Q1 		$977K Buy
4,513
+7
+0.2% +$1.51K 0.58% 28
2022
Q4 		$904K Sell
4,506
-32
-0.7% -$6.55K 0.13% 127
2022
Q3 		$886K Sell
4,538
-418
-8% -$89.7K 0.16% 105
2022
Q2 		$977K Buy
4,956
+475
+11% +$103K 0.16% 108
2022
Q1 		$1.11M Sell
4,481
-26
-0.6% -$6.4K 0.11% 167
2021
Q4 		$1.27M Buy
+4,507
New +$1.29M 0.15% 140
2021
Q1 		– Sell
-879
Closed -$235K – 442
2020
Q4 		$235K Buy
+879
New +$213K 0.05% 315

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

StoneX Group's VBK Position: Q1 2026 in Review

StoneX Group reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 57% in Q1 2026, selling an estimated $1.16M and leaving 2,752 shares worth $832K. The position accounts for 0.04% of the portfolio, ranked #299.

StoneX Group first reported a position in VBK in Q4 2020 and has held it in 18 quarters since. The position peaked at $2.43M in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • StoneX Group held 2,752 shares of Vanguard Small-Cap Growth ETF worth $832K as of Q1 2026.
  • StoneX Group sold 3,675 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $1.16M.
  • Vanguard Small-Cap Growth ETF made up 0.04% of StoneX Group's portfolio in Q1 2026, its #299 holding.
  • StoneX Group first reported a position in Vanguard Small-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • StoneX Group's Vanguard Small-Cap Growth ETF position peaked at $2.43M in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on StoneX Group's 13F filing for Q1 2026, filed 14 May 2026.