World Investment Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

World Investment Advisors’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	$1.61M	Sell	5,311 -210	-4%	-$66K	0.03%	552
2025 Q4	$1.67M	Buy	5,521 +37	+0.7%	+$11.2K	0.03%	526
2025 Q3	$1.63M	Sell	5,484 -52,519	-91%	-$15.2M	0.03%	450
2025 Q2	$16.1M	Buy	58,003 +51,891	+849%	+$13.4M	0.36%	51
2025 Q1	$1.54M	Sell	6,112 -50,655	-89%	-$14M	0.04%	399
2024 Q4	$15.9M	Buy	56,767 +54,451	+2,351%	+$15.4M	0.44%	45
2024 Q3	$619K	Sell	2,316 -57,670	-96%	-$14.8M	0.02%	537
2024 Q2	$15M	Buy	+59,986	New	+$15M	0.93%	23
2024 Q1	–	Sell	-3,660	Closed	-$885K	–	477
2023 Q4	$885K	Sell	3,660 -996	-21%	-$216K	0.12%	156
2023 Q3	$997K	Sell	4,656 -59,929	-93%	-$13.6M	0.2%	91
2023 Q2	$14.8M	Buy	64,585 +8,338	+15%	+$1.81M	2.87%	9
2023 Q1	$12.2M	Buy	56,247 +53,445	+1,907%	+$11.6M	2.54%	11
2022 Q4	$562K	Sell	2,802 -56,354	-95%	-$11.5M	0.13%	117
2022 Q3	$11.5M	Sell	59,156 -186	-0.3%	-$39.9K	2.74%	8
2022 Q2	$13.3M	Buy	+59,342	New	+$12.9M	2.8%	9

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

World Investment Advisors's VBK Position: Q1 2026 in Review

World Investment Advisors reduced its Vanguard Small-Cap Growth ETF (VBK) stake by 3.8% in Q1 2026, selling an estimated $66K and leaving 5,311 shares worth $1.61M. The position accounts for 0.03% of the portfolio, ranked #552.

World Investment Advisors first reported a position in VBK in Q2 2022 and has held it in 15 quarters since. The position peaked at $16.1M in Q2 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

World Investment Advisors held 5,311 shares of Vanguard Small-Cap Growth ETF worth $1.61M as of Q1 2026.
World Investment Advisors sold 210 Vanguard Small-Cap Growth ETF shares in Q1 2026, an estimated $66K.
Vanguard Small-Cap Growth ETF made up 0.03% of World Investment Advisors's portfolio in Q1 2026, its #552 holding.
World Investment Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
World Investment Advisors's Vanguard Small-Cap Growth ETF position peaked at $16.1M in Q2 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q1 2026.

Based on World Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.