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Sunbelt Securities’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Sunbelt Securities’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 		$134K Hold
443
– – 0.01% 748
2025
Q4 		$134K Buy
443
+11
+3% +$3.32K 0.01% 745
2025
Q3 		$129K Buy
432
+271
+168% +$78.2K 0.01% 763
2025
Q2 		$45.2K Sell
161
-25
-13% -$6.44K ﹤0.01% 963
2025
Q1 		$46.9K Buy
186
+25
+16% +$6.93K ﹤0.01% 928
2024
Q4 		$45.2K Buy
161
+10
+7% +$2.83K ﹤0.01% 965
2024
Q3 		$40.4K Buy
151
+68
+82% +$17.4K ﹤0.01% 996
2024
Q2 		$20.8K Hold
83
– – ﹤0.01% 1128
2024
Q1 		$21.7K Hold
83
– – ﹤0.01% 1075
2023
Q4 		$20.1K Sell
83
-5
-6% -$1.08K ﹤0.01% 1027
2023
Q3 		$18.9K Hold
88
– – ﹤0.01% 1029
2023
Q2 		$20.2K Hold
88
– – ﹤0.01% 1020
2023
Q1 		$18.7K Buy
+88
New +$19K ﹤0.01% 975

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

Sunbelt Securities's VBK Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 443 shares worth $134K. The position accounts for 0.01% of the portfolio, ranked #748.

Sunbelt Securities first reported a position in VBK in Q1 2023 and has held it in 13 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Sunbelt Securities held 443 shares of Vanguard Small-Cap Growth ETF worth $134K as of Q1 2026.
  • Sunbelt Securities left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Sunbelt Securities's portfolio in Q1 2026, its #748 holding.
  • Sunbelt Securities first reported a position in Vanguard Small-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.