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

Arkadios 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 		$862K Sell
2,357
-197
-8% -$67.1K 0.01% 867
2026
Q1 		$772K Buy
2,554
+75
+3% +$23.6K 0.01% 906
2025
Q4 		$749K Buy
2,479
+682
+38% +$206K 0.01% 834
2025
Q3 		$535K Buy
1,797
+917
+104% +$265K 0.01% 902
2025
Q2 		$244K Buy
+880
New +$227K 0.01% 1135
2024
Q2 		– Sell
-1,142
Closed -$298K – 911
2024
Q1 		$298K Buy
1,142
+61
+6% +$15K 0.02% 543
2023
Q4 		$261K Buy
1,081
+144
+15% +$31.3K 0.02% 564
2023
Q3 		$201K Sell
937
-31
-3% -$7.05K 0.02% 620
2023
Q2 		$222K Sell
968
-112
-10% -$24.4K 0.03% 537
2023
Q1 		$234K Buy
1,080
+1
+0.1% +$216 0.03% 516
2022
Q4 		$216K Buy
1,079
+7
+0.7% +$1.43K 0.03% 507
2022
Q3 		$209K Buy
1,072
+39
+4% +$8.37K 0.03% 480
2022
Q2 		$204K Buy
1,033
+55
+6% +$11.9K 0.03% 505
2022
Q1 		$243K Buy
978
+20
+2% +$4.92K 0.03% 479
2021
Q4 		$270K Sell
958
-653
-41% -$187K 0.04% 474
2021
Q3 		$451K Hold
1,611
– – 0.07% 315
2021
Q2 		$467K Hold
1,611
– – 0.06% 346
2021
Q1 		$442K Buy
1,611
+23
+1% +$6.48K 0.07% 270
2020
Q4 		$425K Buy
1,588
+1,387
+690% +$335K 0.09% 218
2020
Q3 		$46.4K Sell
201
-75
-27% -$15.8K 0.02% 432
2020
Q2 		$55.5K Sell
276
-141
-34% -$25.5K 0.03% 358
2020
Q1 		$62.6K Buy
417
+1
+0.2% +$186 0.04% 305
2019
Q4 		$86.7K Buy
+416
New +$78.9K 0.05% 246

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

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

Arkadios Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.7% in Q2 2026, selling an estimated $67.1K and leaving 2,357 shares worth $862K. The position accounts for 0.01% of the portfolio, ranked #867.

Arkadios Wealth Advisors first reported a position in VBK in Q4 2019 and has held it in 23 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Arkadios Wealth Advisors held 2,357 shares of Vanguard Morningstar Small-Cap Growth ETF worth $862K as of Q2 2026.
  • Arkadios Wealth Advisors sold 197 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $67.1K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Arkadios Wealth Advisors's portfolio in Q2 2026, its #867 holding.
  • Arkadios Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Arkadios Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.