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Woodard & Company Asset Management Group’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Woodard & Company Asset Management 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 		$1.51K Hold
5
– – ﹤0.01% 173
2025
Q4 		$1.51K Buy
+5
New +$1.51K ﹤0.01% 167

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

Woodard & Company Asset Management Group's VBK Position: Q1 2026 in Review

Woodard & Company Asset Management Group held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 5 shares worth $1.51K. The position accounts for ﹤0.01% of the portfolio, ranked #173.

Woodard & Company Asset Management Group 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.

  • Woodard & Company Asset Management Group held 5 shares of Vanguard Small-Cap Growth ETF worth $1.51K as of Q1 2026.
  • Woodard & Company Asset Management Group left its Vanguard Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Small-Cap Growth ETF made up ﹤0.01% of Woodard & Company Asset Management Group's portfolio in Q1 2026, its #173 holding.
  • Woodard & Company Asset Management Group 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 Woodard & Company Asset Management Group's 13F filing for Q1 2026, filed 28 Apr 2026.