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

Aprio 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 		– Sell
-710
Closed -$215K – 661
2026
Q1 		$215K Buy
+710
New +$223K 0.01% 585

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HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
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Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
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Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

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

Aprio Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 710 shares — an estimated $215K sold.

Aprio Wealth Management first reported a position in VBK in Q1 2026 and held it in 1 quarter. The position peaked at $215K in Q1 2026. 731 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aprio Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Aprio Wealth Management sold 710 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $215K.
  • Aprio Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and held it in 1 quarter.
  • Aprio Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $215K in Q1 2026.
  • 731 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Aprio Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.