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

Angeles 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 Q3	$712K	Sell	2,107 -27	-1%	-$9.43K	0.03%	199
2026 Q2	$780K	Buy	2,134 +126	+6%	+$42.9K	0.04%	191
2026 Q1	$607K	Buy	2,008 +157	+8%	+$49.3K	0.03%	203
2025 Q4	$559K	Hold	1,851	–	–	0.03%	190
2025 Q3	$551K	Sell	1,851 -750	-29%	-$217K	0.03%	171
2025 Q2	$720K	Buy	2,601 +1,809	+228%	+$466K	0.05%	140
2025 Q1	$199K	Hold	792	–	–	0.02%	285
2024 Q4	$222K	Hold	792	–	–	0.02%	272
2024 Q3	$212K	Hold	792	–	–	0.02%	253
2024 Q2	$198K	Hold	792	–	–	0.02%	229
2024 Q1	$206K	Hold	792	–	–	0.02%	209
2023 Q4	$191K	Hold	792	–	–	0.02%	195
2023 Q3	$170K	Buy	792 +37	+5%	+$8.41K	0.02%	172
2023 Q2	$173K	Hold	755	–	–	0.02%	182
2023 Q1	$163K	Hold	755	–	–	0.02%	174
2022 Q4	$151K	Sell	755 -550	-42%	-$113K	0.03%	176
2022 Q3	$255K	Hold	1,305	–	–	0.05%	133
2022 Q2	$257K	Hold	1,305	–	–	0.05%	143
2022 Q1	$324K	Buy	+1,305	New	+$321K	0.06%	131

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Angeles Wealth Management's VBK Position: Q3 2026 in Review

Angeles Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.3% in Q3 2026, selling an estimated $9.43K and leaving 2,107 shares worth $712K. The position accounts for 0.03% of the portfolio, ranked #199.

Angeles Wealth Management first reported a position in VBK in Q1 2022 and has held it in 19 quarters since. The position peaked at $780K in Q2 2026. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Angeles Wealth Management held 2,107 shares of Vanguard Morningstar Small-Cap Growth ETF worth $712K as of Q3 2026.
Angeles Wealth Management sold 27 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $9.43K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Angeles Wealth Management's portfolio in Q3 2026, its #199 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 19 quarters since.
Angeles Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $780K in Q2 2026.
934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Angeles Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.