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Vise Technologies’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Vise Technologies’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 		$634K Hold
2,097
– – 0.01% 762
2025
Q4 		$634K Buy
+2,097
New +$633K 0.01% 767

Other funds holding VBK

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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

Vise Technologies's VBK Position: Q1 2026 in Review

Vise Technologies held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 2,097 shares worth $634K. The position accounts for 0.01% of the portfolio, ranked #762.

Vise Technologies first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Vise Technologies held 2,097 shares of Vanguard Small-Cap Growth ETF worth $634K as of Q1 2026.
  • Vise Technologies left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Vise Technologies's portfolio in Q1 2026, its #762 holding.
  • Vise Technologies first reported a position in Vanguard Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.