SW
VBK icon

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

SVB Wealth’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
2024
Q2 		– Sell
-2,278
Closed -$594K – 820
2024
Q1 		$594K Sell
2,278
-903
-28% -$222K 0.01% 437
2023
Q4 		$769K Buy
3,181
+1,061
+50% +$230K 0.02% 383
2023
Q3 		$454K Buy
2,120
+8
+0.4% +$1.82K 0.01% 483
2023
Q2 		$485K Buy
2,112
+30
+1% +$6.53K 0.01% 494
2023
Q1 		$451K Sell
2,082
-3,334
-62% -$721K 0.01% 564
2022
Q4 		$1.09M Buy
5,416
+3,691
+214% +$755K 0.01% 383
2022
Q3 		$337K Buy
+1,725
New +$370K ﹤0.01% 653
2020
Q2 		– Sell
-30
Closed -$4K – 679
2020
Q1 		$4K Sell
30
-2,318
-99% -$430K ﹤0.01% 566
2019
Q4 		$467K Buy
+2,348
New +$446K 0.01% 424

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AA
Axiom Advisory San Diego, California $10.7B AUM 25.51% 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
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return