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

Wealth Dimensions Group’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 		$259K Buy
856
+187
+28% +$58.8K 0.05% 146
2025
Q4 		$202K Sell
669
-41
-6% -$12.4K 0.04% 167
2025
Q3 		$211K Buy
+710
New +$205K 0.04% 170
2021
Q4 		– Sell
-715
Closed -$200K – 132
2021
Q3 		$200K Hold
715
– – 0.13% 126
2021
Q2 		$207K Buy
+715
New +$200K 0.14% 116

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

Wealth Dimensions Group's VBK Position: Q1 2026 in Review

Wealth Dimensions Group increased its Vanguard Small-Cap Growth ETF (VBK) stake by 28% in Q1 2026, buying an estimated $58.8K and bringing the position to 856 shares worth $259K. The position accounts for 0.05% of the portfolio, ranked #146.

Wealth Dimensions Group first reported a position in VBK in Q2 2021 and has held it in 5 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Wealth Dimensions Group held 856 shares of Vanguard Small-Cap Growth ETF worth $259K as of Q1 2026.
  • Wealth Dimensions Group bought 187 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $58.8K.
  • Vanguard Small-Cap Growth ETF made up 0.05% of Wealth Dimensions Group's portfolio in Q1 2026, its #146 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Small-Cap Growth ETF in Q2 2021 and has held it in 5 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on Wealth Dimensions Group's 13F filing for Q1 2026, filed 12 May 2026.