Strategic Wealth Partners’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Strategic Wealth Partners’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	$267K	Sell	883 -104	-11%	-$32.7K	0.02%	265
2025 Q4	$298K	Buy	987 +583	+144%	+$176K	0.02%	267
2025 Q3	$120K	Sell	404 -20	-5%	-$5.77K	0.01%	410
2025 Q2	$117K	Buy	+424	New	+$109K	0.01%	372
2024 Q1	–	Sell	-1,174	Closed	-$284K	–	308
2023 Q4	$284K	Buy	+1,174	New	+$255K	0.04%	228
2023 Q1	–	Sell	-1,260	Closed	-$253K	–	278
2022 Q4	$253K	Sell	1,260 -577	-31%	-$118K	0.05%	225
2022 Q3	$358K	Buy	1,837 +455	+33%	+$97.7K	0.08%	200
2022 Q2	$272K	Buy	+1,382	New	+$300K	0.06%	203
2018 Q2	–	Sell	-2	Closed	–	–	834
2018 Q1	$0	Buy	+2	New	+$330	﹤0.01%	826

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

Strategic Wealth Partners's VBK Position: Q1 2026 in Review

Strategic Wealth Partners reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 11% in Q1 2026, selling an estimated $32.7K and leaving 883 shares worth $267K. The position accounts for 0.02% of the portfolio, ranked #265.

Strategic Wealth Partners first reported a position in VBK in Q1 2018 and has held it in 9 quarters since. The position peaked at $358K in Q3 2022. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Strategic Wealth Partners held 883 shares of Vanguard Small-Cap Growth ETF worth $267K as of Q1 2026.
Strategic Wealth Partners sold 104 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $32.7K.
Vanguard Small-Cap Growth ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q1 2026, its #265 holding.
Strategic Wealth Partners first reported a position in Vanguard Small-Cap Growth ETF in Q1 2018 and has held it in 9 quarters since.
Strategic Wealth Partners's Vanguard Small-Cap Growth ETF position peaked at $358K in Q3 2022.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Strategic Wealth Partners's 13F filing for Q1 2026, filed 12 May 2026.