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Wescott Financial Advisory Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Wescott Financial Advisory 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
2025
Q1 		– Sell
-804
Closed -$225K – 179
2024
Q4 		$225K Hold
804
– – 0.02% 160
2024
Q3 		$215K Hold
804
– – 0.02% 161
2024
Q2 		$201K Sell
804
-154
-16% -$38.4K 0.02% 161
2024
Q1 		$250K Buy
+958
New +$235K 0.03% 143
2022
Q2 		– Sell
-1,032
Closed -$256K – 141
2022
Q1 		$256K Buy
+1,032
New +$254K 0.07% 109

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $10B AUM 15.14% 1-Year Est. Return

Wescott Financial Advisory Group's VBK Position: Q1 2025 in Review

Wescott Financial Advisory Group sold out of Vanguard Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 804 shares — an estimated $225K sold.

Wescott Financial Advisory Group first reported a position in VBK in Q1 2022 and held it in 5 quarters. The position peaked at $256K in Q1 2022. 1,077 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Wescott Financial Advisory Group reported no remaining Vanguard Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Wescott Financial Advisory Group sold 804 Vanguard Small-Cap Growth ETF shares in Q1 2025, an estimated $225K.
  • Wescott Financial Advisory Group first reported a position in Vanguard Small-Cap Growth ETF in Q1 2022 and held it in 5 quarters.
  • Wescott Financial Advisory Group's Vanguard Small-Cap Growth ETF position peaked at $256K in Q1 2022.
  • 1,077 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2025.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2025, filed 14 May 2025.