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

Aaron 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 		$35.5M Sell
96,959
-187
-0.2% -$63.7K 1.8% 11
2026
Q1 		$29.4M Buy
97,146
+9,674
+11% +$3.04M 1.67% 15
2025
Q4 		$26.4M Buy
87,472
+2,185
+3% +$659K 1.44% 15
2025
Q3 		$25.4M Buy
85,287
+27,486
+48% +$7.93M 1.5% 13
2025
Q2 		$16M Sell
57,801
-297
-0.5% -$76.5K 1.64% 14
2025
Q1 		$14.6M Buy
58,098
+2,632
+5% +$729K 1.68% 12
2024
Q4 		$15.5M Buy
55,466
+4,475
+9% +$1.26M 1.8% 12
2024
Q3 		$13.6M Buy
50,991
+8,894
+21% +$2.28M 1.62% 12
2024
Q2 		$10.5M Buy
42,097
+680
+2% +$170K 1.46% 13
2024
Q1 		$10.8M Buy
41,417
+1,772
+4% +$435K 1.55% 13
2023
Q4 		$9.58M Buy
39,645
+1,685
+4% +$366K 1.59% 14
2023
Q3 		$8.13M Buy
37,960
+2,762
+8% +$628K 1.05% 16
2023
Q2 		$8.09M Buy
35,198
+2,151
+7% +$468K 1.05% 18
2023
Q1 		$7.15M Buy
33,047
+8,028
+32% +$1.74M 0.98% 20
2022
Q4 		$5.02M Sell
25,019
-347
-1% -$71K 0.73% 29
2022
Q3 		$4.95M Buy
25,366
+2,182
+9% +$468K 0.91% 24
2022
Q2 		$4.57M Sell
23,184
-432
-2% -$93.7K 1.15% 20
2022
Q1 		$5.86M Buy
23,616
+1,214
+5% +$299K 1.35% 16
2021
Q4 		$6.31M Sell
22,402
-3,204
-13% -$919K 1.76% 13
2021
Q3 		$7.17M Buy
25,606
+3,292
+15% +$942K 2.02% 12
2021
Q2 		$6.47M Buy
22,314
+301
+1% +$84.2K 2.13% 12
2021
Q1 		$6.04M Buy
22,013
+1,018
+5% +$287K 2.22% 13
2020
Q4 		$5.62M Buy
+20,995
New +$5.08M 2.06% 15

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

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

Aaron Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.19% in Q2 2026, selling an estimated $63.7K and leaving 96,959 shares worth $35.5M. The position accounts for 1.8% of the portfolio, ranked #11.

Aaron Wealth Advisors first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aaron Wealth Advisors held 96,959 shares of Vanguard Morningstar Small-Cap Growth ETF worth $35.5M as of Q2 2026.
  • Aaron Wealth Advisors sold 187 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $63.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.8% of Aaron Wealth Advisors's portfolio in Q2 2026, its #11 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.