Garde Capital, Inc. VBK VANGUARD SMALL CAP GROWTH ETF

Ownership history in Garde Capital, Inc.  ·  48 quarters on record

AI Ownership Summary

Garde Capital, Inc. reported VANGUARD SMALL CAP GROWTH ETF (VBK) in 48 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.89% in 2023 Q4. The latest visible filing shows VBK at 0.73% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this VBK ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Garde Capital, Inc.'s position in VANGUARD SMALL CAP GROWTH ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

VBK was reported at 0.73% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.89% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Garde Capital, Inc. held VBK — position size vs. price
% of Fund (quarterly)    VBK price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 REDUCED 40,543 -97 -0.2% 0.73% $12.3M 2026-04-29 $327.52
2025 Q4 REDUCED 40,640 -124 -0.3% 0.73% $12.3M 2026-02-10 $319.02
2025 Q3 REDUCED 40,764 -310 -0.8% 0.59% $12.1M 2025-12-16 $301.84
2025 Q2 REDUCED 41,074 -161 -0.4% 0.59% $11.4M 2025-07-03 $280.48
2025 Q1 REDUCED 41,235 -1,466 -3.4% 0.58% $10.4M 2025-04-22 $234.82
2024 Q4 REDUCED 5.1% -10.0% 42,701 -2,309 -5.1% 0.79% $12.0M 2025-02-25 $272.63
2024 Q3 REDUCED 45,010 -688 -1.5% 0.79% $12.0M 2024-12-03 $299.01
2024 Q2 REDUCED 45,698 -1,336 -2.8% 0.79% $11.4M 2024-08-19 $255.44
2024 Q1 REDUCED 47,034 -1,401 -2.9% 0.86% $12.3M 2024-05-29 $246.58
2023 Q4 ADDED 48,435 +23,643 +95.4% 0.89% $11.7M 2024-02-21 $240.44
38 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Garde Capital, Inc. and VBK

These are the practical questions this page is built to answer before you even open the full history table.

How long has Garde Capital, Inc. reported owning VBK?

Garde Capital, Inc. reported VBK across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported VBK position in Garde Capital, Inc.'s portfolio?

The largest reported portfolio weight for VBK was 0.89% in 2023 Q4.

What is the latest reported VBK position on this page?

The most recent filing on this page is 2026 Q1, when Garde Capital, Inc. reported 40,543 shares, equal to 0.73% of portfolio, with an estimated market value of $12.3M.

What does the chart on this VBK ownership page compare?

The chart compares Garde Capital, Inc.'s quarterly VBK portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Garde Capital, Inc. time their VBK position?

Based on 13F filing dates vs. subsequent VBK price moves, Garde Capital, Inc. correctly timed 17 out of 47 reported position changes (36%). The annualised alpha on VBK relative to SPY over the holding period was -3.5%.

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