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

Amplius 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 		$582K Buy
1,591
+32
+2% +$10.9K 0.04% 110
2026
Q1 		$471K Hold
1,559
– – 0.04% 112
2025
Q4 		$471K Hold
1,559
– – 0.04% 110
2025
Q3 		$464K Sell
1,559
-201
-11% -$58K 0.04% 112
2025
Q2 		$487K Sell
1,760
-1,192
-40% -$307K 0.05% 122
2025
Q1 		$743K Buy
2,952
+1,175
+66% +$326K 0.08% 88
2024
Q4 		$498K Sell
1,777
-5
-0.3% -$1.41K 0.05% 104
2024
Q3 		$476K Sell
1,782
-29
-2% -$7.43K 0.05% 100
2024
Q2 		$453K Sell
1,811
-80
-4% -$20K 0.05% 103
2024
Q1 		$493K Sell
1,891
-12
-0.6% -$2.95K 0.06% 100
2023
Q4 		$460K Sell
1,903
-167
-8% -$36.3K 0.06% 101
2023
Q3 		$443K Buy
2,070
+87
+4% +$19.8K 0.06% 99
2023
Q2 		$456K Sell
1,983
-26
-1% -$5.66K 0.06% 104
2023
Q1 		$435K Sell
2,009
-303
-13% -$65.5K 0.06% 109
2022
Q4 		$464K Sell
2,312
-985
-30% -$201K 0.07% 94
2022
Q3 		$643K Sell
3,297
-55,828
-94% -$12M 0.12% 71
2022
Q2 		$11.6M Buy
59,125
+52,891
+848% +$11.5M 1.88% 18
2022
Q1 		$1.55M Buy
6,234
+4,766
+325% +$1.17M 0.24% 50
2021
Q4 		$413K Buy
+1,468
New +$421K 0.06% 126

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

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

Amplius Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, buying an estimated $10.9K and bringing the position to 1,591 shares worth $582K. The position accounts for 0.04% of the portfolio, ranked #110.

Amplius Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.6M in Q2 2022. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Amplius Wealth Advisors held 1,591 shares of Vanguard Morningstar Small-Cap Growth ETF worth $582K as of Q2 2026.
  • Amplius Wealth Advisors bought 32 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $10.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q2 2026, its #110 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Amplius Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $11.6M in Q2 2022.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Amplius Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.