Question 1

How many shares of VBK does Steward Partners Investment Advisory, LLC own?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC holds 65,040 shares of VBK (VANGUARD SMALL-CAP GRWTH ETF).

Question 2

What is Steward Partners Investment Advisory, LLC's VBK position worth?

Accepted Answer

As of 2026-Q2, Steward Partners Investment Advisory, LLC's VBK position is worth $23.8M.

Question 3

Is Steward Partners Investment Advisory, LLC buying or selling VBK?

Accepted Answer

In 2026-Q2, Steward Partners Investment Advisory, LLC decreased their VBK position (-26.5% change in shares).

Question 4

When did Steward Partners Investment Advisory, LLC first buy VBK?

Accepted Answer

Based on available 13F filings, Steward Partners Investment Advisory, LLC first reported a position in VBK in 2019-Q1. They have held the position across 30 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Decreased	65,040	-26.5%	$23.8M	0.1%	$365.70	0
2026-Q1	Increased	88,509	+2.9%	$26.8M	0.1%	$316.75	35
2025-Q4	Increased	85,981	+14.1%	$26M	0.1%	$305.11	39
2025-Q3	Increased	75,379	+45.9%	$22.4M	0.1%	$297.98	46
2025-Q2	Increased	51,653	+24.9%	$14.3M	0.1%	$274.96	41
2025-Q1	Decreased	41,370	-5.2%	$10.4M	0.1%	$251.90	0
2024-Q4	Increased	43,658	+2.2%	$12.2M	0.1%	$278.85	34
2024-Q3	Increased	42,705	+3.0%	$11.4M	0.1%	$265.73	34
2024-Q2	Increased	41,467	+1.1%	$10.4M	0.1%	$248.07	33
2024-Q1	Increased	41,035	+5.2%	$10.7M	0.1%	$258.14	35
2023-Q4	Increased	38,993	+4.0%	$9.4M	0.1%	$239.00	34
2023-Q3	Increased	37,501	+7.2%	$8M	0.1%	$211.17	35
2023-Q2	Increased	34,986	+0.1%	$8M	0.1%	$224.29	33
2023-Q1	Increased	34,945	+1.5%	$7.6M	0.1%	$208.32	33
2022-Q4	Increased	34,424	+0.6%	$6.9M	0.1%	$196.80	33
2022-Q3	Decreased	34,223	-3.9%	$6.7M	0.1%	$192.25	0
2022-Q2	Increased	35,621	+4.7%	$7M	0.1%	$195.18	34
2022-Q1	Increased	34,014	+2.2%	$8.4M	0.1%	$245.16	34
2021-Q4	Increased	33,285	+11.5%	$9.4M	0.1%	$275.72	37
2021-Q3	Increased	29,851	+0.4%	$8.4M	0.1%	$275.37	33
2021-Q2	Decreased	29,745	-66.9%	$8.6M	0.1%	$283.68	0
2021-Q1	Increased	89,928	+211.1%	$12.4B	0.2%	$262.42	62
2020-Q4	Decreased	28,904	-2.2%	$7.7M	0.2%	$260.54	0
2020-Q3	Decreased	29,555	-6.5%	$6.4M	0.2%	$208.10	0
2020-Q2	Decreased	31,601	-3.0%	$6.3M	0.2%	$190.48	0
2020-Q1	Decreased	32,575	-7.3%	$4.9M	0.2%	$147.18	0
2019-Q4	Increased	35,151	+2.9%	$7M	0.2%	$191.62	34
2019-Q3	Increased	34,160	+1.4%	$6.2M	0.2%	$174.70	33
2019-Q2	Decreased	33,680	-2.9%	$6.3M	0.2%	$179.48	0
2019-Q1	New	34,673	-	$6.2M	0.3%	$173.00	45

VBK30 quarters

VBK
30 quarters