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

Summit Financial’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 		$6.91M Buy
22,877
+2,730
+14% +$858K 0.09% 237
2025
Q4 		$6.09M Buy
20,147
+737
+4% +$222K 0.09% 226
2025
Q3 		$5.78M Buy
19,410
+847
+5% +$245K 0.09% 224
2025
Q2 		$5.15M Buy
18,563
+6,529
+54% +$1.68M 0.12% 158
2025
Q1 		$3.03M Buy
12,034
+2,096
+21% +$581K 0.08% 204
2024
Q4 		$2.78M Buy
9,938
+335
+3% +$94.7K 0.1% 166
2024
Q3 		$2.57M Buy
9,603
+1,059
+12% +$271K 0.1% 157
2024
Q2 		$2.14M Buy
8,544
+4,429
+108% +$1.1M 0.1% 150
2024
Q1 		$1.07M Sell
4,115
-2,503
-38% -$615K 0.06% 177
2023
Q4 		$1.6M Buy
6,618
+859
+15% +$186K 0.1% 122
2023
Q3 		$1.23M Buy
5,759
+429
+8% +$97.5K 0.09% 137
2023
Q2 		$1.22M Buy
5,330
+358
+7% +$77.9K 0.09% 135
2023
Q1 		$1.08M Buy
4,972
+273
+6% +$59K 0.09% 109
2022
Q4 		$942K Buy
4,699
+73
+2% +$14.9K 0.09% 118
2022
Q3 		$903K Sell
4,626
-77
-2% -$16.5K 0.09% 117
2022
Q2 		$927K Buy
4,703
+324
+7% +$70.2K 0.09% 104
2022
Q1 		$1.09M Buy
4,379
+245
+6% +$60.3K 0.08% 110
2021
Q4 		$1.16M Buy
4,134
+135
+3% +$38.7K 0.09% 97
2021
Q3 		$1.12M Buy
3,999
+173
+5% +$49.5K 0.1% 77
2021
Q2 		$1.11M Buy
3,826
+330
+9% +$92.3K 0.11% 45
2021
Q1 		$960K Sell
3,496
-51
-1% -$14.4K 0.13% 29
2020
Q4 		$949K Buy
3,547
+561
+19% +$136K 0.13% 26
2020
Q3 		$642K Buy
2,986
+612
+26% +$129K 0.11% 26
2020
Q2 		$474K Buy
+2,374
New +$429K 0.08% 28

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

Summit Financial's VBK Position: Q1 2026 in Review

Summit Financial increased its Vanguard Small-Cap Growth ETF (VBK) stake by 14% in Q1 2026, buying an estimated $858K and bringing the position to 22,877 shares worth $6.91M. The position accounts for 0.09% of the portfolio, ranked #237.

Summit Financial first reported a position in VBK in Q2 2020 and has held it in 24 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Summit Financial held 22,877 shares of Vanguard Small-Cap Growth ETF worth $6.91M as of Q1 2026.
  • Summit Financial bought 2,730 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $858K.
  • Vanguard Small-Cap Growth ETF made up 0.09% of Summit Financial's portfolio in Q1 2026, its #237 holding.
  • Summit Financial first reported a position in Vanguard Small-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Summit Financial's 13F filing for Q1 2026, filed 15 May 2026.