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1776 Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

1776 Wealth’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
Q2 		$246K Hold
672
– – 0.09% 137
2026
Q1 		$203K Hold
672
– – 0.08% 144
2025
Q4 		$203K Sell
672
-1,008
-60% -$304K 0.08% 138
2025
Q3 		$500K Sell
1,680
-450
-21% -$130K 0.19% 85
2025
Q2 		$590K Buy
2,130
+132
+7% +$34K 0.24% 78
2025
Q1 		$503K Hold
1,998
– – 0.23% 81
2024
Q4 		$560K Hold
1,998
– – 0.26% 76
2024
Q3 		$534K Hold
1,998
– – 0.24% 83
2024
Q2 		$500K Hold
1,998
– – 0.22% 88
2024
Q1 		$521K Hold
1,998
– – 0.25% 79
2023
Q4 		$483K Hold
1,998
– – 0.24% 77
2023
Q3 		$428K Hold
1,998
– – 0.23% 75
2023
Q2 		$459K Hold
1,998
– – 0.24% 80
2023
Q1 		$432K Hold
1,998
– – 0.26% 69
2022
Q4 		$401K Sell
1,998
-279
-12% -$57.1K 0.29% 69
2022
Q3 		$444K Hold
2,277
– – 0.34% 59
2022
Q2 		$449K Hold
2,277
– – 0.32% 65
2022
Q1 		$565K Buy
2,277
+361
+19% +$88.9K 0.33% 59
2021
Q4 		$540K Hold
1,916
– – 0.29% 65
2021
Q3 		$537K Sell
1,916
-151
-7% -$43.2K 0.31% 53
2021
Q2 		$599K Buy
2,067
+42
+2% +$11.7K 0.34% 52
2021
Q1 		$556K Sell
2,025
-37
-2% -$10.4K 0.35% 49
2020
Q4 		$552K Hold
2,062
– – 0.35% 54
2020
Q3 		$443K Sell
2,062
-1,792
-46% -$379K 0.32% 50
2020
Q2 		$769K Buy
+3,854
New +$696K 0.53% 33

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

1776 Wealth's VBK Position: Q2 2026 in Review

1776 Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 672 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #137.

1776 Wealth first reported a position in VBK in Q2 2020 and has held it in 25 quarters since. The position peaked at $769K in Q2 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • 1776 Wealth held 672 shares of Vanguard Morningstar Small-Cap Growth ETF worth $246K as of Q2 2026.
  • 1776 Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of 1776 Wealth's portfolio in Q2 2026, its #137 holding.
  • 1776 Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1776 Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $769K in Q2 2020.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on 1776 Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.