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

180 Wealth 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
Q2 		$239K Sell
654
-13
-2% -$4.43K 0.02% 423
2026
Q1 		$201K Sell
667
-5
-0.7% -$1.57K 0.02% 446
2025
Q4 		$203K Sell
672
-5
-0.7% -$1.51K 0.02% 448
2025
Q3 		$201K Buy
+677
New +$195K 0.02% 432

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

180 Wealth Advisors's VBK Position: Q2 2026 in Review

180 Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.9% in Q2 2026, selling an estimated $4.43K and leaving 654 shares worth $239K. The position accounts for 0.02% of the portfolio, ranked #423.

180 Wealth Advisors first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • 180 Wealth Advisors held 654 shares of Vanguard Morningstar Small-Cap Growth ETF worth $239K as of Q2 2026.
  • 180 Wealth Advisors sold 13 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.43K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of 180 Wealth Advisors's portfolio in Q2 2026, its #423 holding.
  • 180 Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on 180 Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.