Atlantic Edge Private Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atlantic Edge Private 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
2025 Q2	–	Sell	-6	Closed	-$1.51K	–	526
2025 Q1	$1.51K	Hold	6	–	–	﹤0.01%	466
2024 Q4	$1.68K	Hold	6	–	–	﹤0.01%	448
2024 Q3	$1.6K	Hold	6	–	–	﹤0.01%	457
2024 Q2	$1.5K	Buy	6 +5	+500%	+$1.25K	﹤0.01%	437
2024 Q1	$261	Hold	1	–	–	﹤0.01%	475
2023 Q4	$242	Buy	+1	New	+$217	﹤0.01%	456

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Atlantic Edge Private Wealth Management's VBK Position: Q2 2025 in Review

Atlantic Edge Private Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 6 shares — an estimated $1.51K sold.

Atlantic Edge Private Wealth Management first reported a position in VBK in Q4 2023 and held it in 6 quarters. The position peaked at $1.68K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Atlantic Edge Private Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Atlantic Edge Private Wealth Management sold 6 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $1.51K.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 6 quarters.
Atlantic Edge Private Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.68K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2025, filed 30 Jul 2025.