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Ashton Thomas Securities’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ashton Thomas Securities’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
Q4 		– Sell
-51
Closed -$15.2K – 419
2025
Q3 		$15.2K Hold
51
– – ﹤0.01% 373
2025
Q2 		$14.1K Hold
51
– – ﹤0.01% 269
2025
Q1 		$12.8K Hold
51
– – ﹤0.01% 249
2024
Q4 		$14.3K Hold
51
– – ﹤0.01% 242
2024
Q3 		$13.6K Buy
+51
New +$13.1K ﹤0.01% 727

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Ashton Thomas Securities's VBK Position: Q4 2025 in Review

Ashton Thomas Securities sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 51 shares — an estimated $15.2K sold.

Ashton Thomas Securities first reported a position in VBK in Q3 2024 and held it in 5 quarters. The position peaked at $15.2K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Ashton Thomas Securities reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Ashton Thomas Securities sold 51 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $15.2K.
  • Ashton Thomas Securities first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and held it in 5 quarters.
  • Ashton Thomas Securities's Vanguard Morningstar Small-Cap Growth ETF position peaked at $15.2K in Q3 2025.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Ashton Thomas Securities's 13F filing for Q4 2025, filed 2 Feb 2026.