Advisor Resource Council’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Advisor Resource Council’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
2025 Q2	–	Sell	-1,420	Closed	-$358K	–	568
2025 Q1	$358K	Buy	+1,420	New	+$393K	0.03%	428
2024 Q1	–	Sell	-1,618	Closed	-$391K	–	514
2023 Q4	$391K	Buy	+1,618	New	+$351K	0.05%	299
2022 Q3	–	Sell	-1,827	Closed	-$360K	–	483
2022 Q2	$360K	Buy	+1,827	New	+$396K	0.03%	349
2022 Q1	–	Sell	-2,479	Closed	-$698K	–	532
2021 Q4	$698K	Buy	+2,479	New	+$711K	0.05%	281

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Advisor Resource Council's VBK Position: Q2 2025 in Review

Advisor Resource Council sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 1,420 shares — an estimated $358K sold.

Advisor Resource Council first reported a position in VBK in Q4 2021 and held it in 4 quarters. The position peaked at $698K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Advisor Resource Council reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Advisor Resource Council sold 1,420 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $358K.
Advisor Resource Council first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 4 quarters.
Advisor Resource Council's Vanguard Morningstar Small-Cap Growth ETF position peaked at $698K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Advisor Resource Council's 13F filing for Q2 2025, filed 11 Aug 2025.