AWM
VBK icon

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

Abound Wealth Management’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 		$70.2K Hold
192
– – 0.01% 195
2026
Q1 		$58K Sell
192
-39
-17% -$12.3K 0.01% 219
2025
Q4 		$69.8K Sell
231
-24
-9% -$7.24K 0.02% 181
2025
Q3 		$75.9K Buy
255
+63
+33% +$18.2K 0.02% 170
2025
Q2 		$53.2K Hold
192
– – 0.02% 200
2025
Q1 		$48.3K Hold
192
– – 0.02% 191
2024
Q4 		$53.8K Hold
192
– – 0.02% 170
2024
Q3 		$51.3K Buy
192
+29
+18% +$7.43K 0.02% 177
2024
Q2 		$40.8K Buy
163
+90
+123% +$22.5K 0.02% 174
2024
Q1 		$19K Hold
73
– – 0.01% 263
2023
Q4 		$17.6K Hold
73
– – 0.01% 285
2023
Q3 		$15.6K Hold
73
– – 0.01% 252
2023
Q2 		$16.8K Hold
73
– – 0.01% 243
2023
Q1 		$15.8K Sell
73
-68
-48% -$14.7K 0.01% 236
2022
Q4 		$28.3K Buy
141
+64
+83% +$13.1K 0.01% 159
2022
Q3 		$15K Hold
77
– – 0.01% 229
2022
Q2 		$15.2K Sell
77
-98
-56% -$21.2K 0.01% 86
2022
Q1 		$43.5K Buy
175
+98
+127% +$24.1K 0.03% 67
2021
Q4 		$21.7K Buy
+77
New +$22.1K 0.02% 81

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

Abound Wealth Management's VBK Position: Q2 2026 in Review

Abound Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 192 shares worth $70.2K. The position accounts for 0.01% of the portfolio, ranked #195.

Abound Wealth Management first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $75.9K in Q3 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Abound Wealth Management held 192 shares of Vanguard Morningstar Small-Cap Growth ETF worth $70.2K as of Q2 2026.
  • Abound Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #195 holding.
  • Abound Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Abound Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $75.9K in Q3 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Abound Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.