Tower View Wealth Management’s Vanguard Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $3.01M | Buy |
9,973
+170
| +2% | +$53.4K | 1.55% | 22 |
|
|
2025
Q4 | $2.96M | Sell |
9,803
-1,148
| -10% | -$346K | 1.46% | 25 |
|
|
2025
Q3 | $3.26M | Sell |
10,951
-1,859
| -15% | -$537K | 1.69% | 25 |
|
|
2025
Q2 | $3.55M | Sell |
12,810
-1,736
| -12% | -$447K | 1.84% | 25 |
|
|
2025
Q1 | $3.66M | Sell |
14,546
-417
| -3% | -$116K | 2.13% | 22 |
|
|
2024
Q4 | $4.19M | Sell |
14,963
-112
| -0.7% | -$31.7K | 2.21% | 16 |
|
|
2024
Q3 | $4.03M | Sell |
15,075
-88
| -0.6% | -$22.5K | 2.21% | 20 |
|
|
2024
Q2 | $3.79M | Buy |
15,163
+36
| +0.2% | +$8.98K | 2.18% | 19 |
|
|
2024
Q1 | $3.94M | Buy |
15,127
+72
| +0.5% | +$17.7K | 2.31% | 18 |
|
|
2023
Q4 | $3.64M | Buy |
15,055
+161
| +1% | +$34.9K | 2.26% | 22 |
|
|
2023
Q3 | $3.19M | Sell |
14,894
-1,275
| -8% | -$290K | 2.24% | 21 |
|
|
2023
Q2 | $3.71M | Sell |
16,169
-994
| -6% | -$216K | 2.52% | 16 |
|
|
2023
Q1 | $3.71M | Sell |
17,163
-241
| -1% | -$52.1K | 2.5% | 17 |
|
|
2022
Q4 | $3.49M | Buy |
17,404
+67
| +0.4% | +$13.7K | 2.43% | 17 |
|
|
2022
Q3 | $3.38M | Buy |
17,337
+37
| +0.2% | +$7.94K | 2.57% | 13 |
|
|
2022
Q2 | $3.41M | Sell |
17,300
-188
| -1% | -$40.8K | 2.51% | 15 |
|
|
2022
Q1 | $4.34M | Buy |
17,488
+734
| +4% | +$181K | 2.33% | 16 |
|
|
2021
Q4 | $4.72M | Buy |
16,754
+6
| +0% | +$1.72K | 2.41% | 9 |
|
|
2021
Q3 | $4.69M | Buy |
16,748
+56
| +0.3% | +$16K | 2.6% | 9 |
|
|
2021
Q2 | $4.84M | Buy |
16,692
+13
| +0.1% | +$3.64K | 2.45% | 7 |
|
|
2021
Q1 | $4.58M | Sell |
16,679
-198
| -1% | -$55.8K | 2.51% | 4 |
|
|
2020
Q4 | $4.52M | Buy |
16,877
+334
| +2% | +$80.8K | 2.57% | 4 |
|
|
2020
Q3 | $3.56M | Sell |
16,543
-1,009
| -6% | -$213K | 2.32% | 14 |
|
|
2020
Q2 | $3.5M | Sell |
17,552
-8,406
| -32% | -$1.52M | 2.56% | 12 |
|
|
2020
Q1 | $3.9M | Buy |
25,958
+2,409
| +10% | +$447K | 3.52% | 3 |
|
|
2019
Q4 | $4.68M | Sell |
23,549
-190
| -0.8% | -$36.1K | 3.54% | 4 |
|
|
2019
Q3 | $4.32M | Buy |
23,739
+466
| +2% | +$86.8K | 3.57% | 4 |
|
|
2019
Q2 | $4.33M | Buy |
23,273
+6,319
| +37% | +$1.15M | 3.7% | 4 |
|
|
2019
Q1 | $3.05M | Sell |
16,954
-124
| -0.7% | -$21.3K | 2.7% | 8 |
|
|
2018
Q4 | $2.57M | Sell |
17,078
-242
| -1% | -$39.9K | 2.66% | 8 |
|
|
2018
Q3 | $3.24M | Buy |
+17,320
| New | +$3.18M | 2.84% | 4 |
|
|
2018
Q2 | – | Sell |
-17,066
| Closed | -$2.8M | – | 149 |
|
|
2018
Q1 | $2.8M | Buy |
17,066
+384
| +2% | +$63.3K | 2.8% | 4 |
|
|
2017
Q4 | $2.68M | Buy |
+16,682
| New | +$2.62M | 2.47% | 7 |
|
Other funds holding VBK
EWA
Tower View Wealth Management's VBK Position: Q1 2026 in Review
Tower View Wealth Management increased its Vanguard Small-Cap Growth ETF (VBK) stake by 1.7% in Q1 2026, buying an estimated $53.4K and bringing the position to 9,973 shares worth $3.01M. The position accounts for 1.55% of the portfolio, ranked #22.
Tower View Wealth Management first reported a position in VBK in Q4 2017 and has held it in 33 quarters since. The position peaked at $4.84M in Q2 2021. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- Tower View Wealth Management held 9,973 shares of Vanguard Small-Cap Growth ETF worth $3.01M as of Q1 2026.
- Tower View Wealth Management bought 170 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $53.4K.
- Vanguard Small-Cap Growth ETF made up 1.55% of Tower View Wealth Management's portfolio in Q1 2026, its #22 holding.
- Tower View Wealth Management first reported a position in Vanguard Small-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
- Tower View Wealth Management's Vanguard Small-Cap Growth ETF position peaked at $4.84M in Q2 2021.
- 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.
Based on Tower View Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.