West Branch Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

West Branch Capital’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	-24	Closed	-$6.72K	–	575
2024 Q4	$6.72K	Buy	+24	New	+$6.78K	﹤0.01%	312
2024 Q3	–	Sell	-5	Closed	-$1.25K	–	642
2024 Q2	$1.25K	Hold	5	–	–	﹤0.01%	389
2024 Q1	$1.3K	Hold	5	–	–	﹤0.01%	384
2023 Q4	$1.21K	Hold	5	–	–	﹤0.01%	407
2023 Q3	$1.07K	Hold	5	–	–	﹤0.01%	398
2023 Q2	$1.15K	Hold	5	–	–	﹤0.01%	402
2023 Q1	$1.08K	Hold	5	–	–	﹤0.01%	409
2022 Q4	$1K	Hold	5	–	–	﹤0.01%	407
2022 Q3	$1K	Hold	5	–	–	﹤0.01%	435
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	415
2022 Q1	$1K	Hold	5	–	–	﹤0.01%	413
2021 Q4	$1K	Hold	5	–	–	﹤0.01%	444
2021 Q3	$1K	Hold	5	–	–	﹤0.01%	415
2021 Q2	$1K	Buy	+5	New	+$1.4K	﹤0.01%	430

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

West Branch Capital's VBK Position: Q1 2025 in Review

West Branch Capital sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 24 shares — an estimated $6.72K sold.

West Branch Capital first reported a position in VBK in Q2 2021 and held it in 14 quarters. The position peaked at $6.72K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

West Branch Capital reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
West Branch Capital sold 24 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $6.72K.
West Branch Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 14 quarters.
West Branch Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6.72K in Q4 2024.
1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on West Branch Capital's 13F filing for Q1 2025, filed 16 Apr 2025.