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Avantax Planning Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Avantax Planning Partners’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 		$18M Sell
49,306
-1,221
-2% -$416K 0.45% 35
2026
Q1 		$15.3M Sell
50,527
-495
-1% -$156K 0.42% 38
2025
Q4 		$15.4M Sell
51,022
-3,563
-7% -$1.07M 0.43% 36
2025
Q3 		$16.2M Sell
54,585
-954
-2% -$275K 0.47% 35
2025
Q2 		$15.4M Buy
55,539
+18,352
+49% +$4.73M 0.49% 36
2025
Q1 		$9.36M Buy
37,187
+7,304
+24% +$2.02M 0.33% 46
2024
Q4 		$8.37M Sell
29,883
-678
-2% -$192K 0.3% 58
2024
Q3 		$8.17M Sell
30,561
-3,959
-11% -$1.01M 0.29% 61
2024
Q2 		$8.63M Sell
34,520
-1,489
-4% -$371K 0.28% 65
2024
Q1 		$9.39M Sell
36,009
-4,307
-11% -$1.06M 0.3% 60
2023
Q4 		$9.75M Buy
40,316
+5,357
+15% +$1.16M 0.37% 40
2023
Q3 		$7.49M Buy
34,959
+1,143
+3% +$260K 0.31% 39
2023
Q2 		$7.77M Sell
33,816
-666
-2% -$145K 0.31% 38
2023
Q1 		$7.46M Buy
34,482
+41
+0.1% +$8.86K 0.3% 40
2022
Q4 		$6.91M Buy
34,441
+6,895
+25% +$1.41M 0.27% 45
2022
Q3 		$5.38M Sell
27,546
-4,400
-14% -$944K 0.24% 50
2022
Q2 		$6.29M Buy
31,946
+19,513
+157% +$4.23M 0.27% 46
2022
Q1 		$3.08M Buy
12,433
+4,101
+49% +$1.01M 0.12% 78
2021
Q4 		$2.35M Buy
8,332
+1,830
+28% +$525K 0.1% 90
2021
Q3 		$1.82M Buy
+6,502
New +$1.86M 0.08% 95
2020
Q3 		– Sell
-1,021
Closed -$204K – 304
2020
Q2 		$204K Sell
1,021
-1,904
-65% -$344K 0.01% 265
2020
Q1 		$440K Sell
2,925
-112
-4% -$20.8K 0.03% 166
2019
Q4 		$603K Buy
+3,037
New +$576K 0.04% 153
2018
Q4 		– Sell
-540
Closed -$101K – 1152
2018
Q3 		$101K Buy
+540
New +$99.3K 0.01% 347
2018
Q2 		– Sell
-360
Closed -$59K – 1427
2018
Q1 		$59K Buy
+360
New +$59.4K 0.01% 503

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

Avantax Planning Partners's VBK Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q2 2026, selling an estimated $416K and leaving 49,306 shares worth $18M. The position accounts for 0.45% of the portfolio, ranked #35.

Avantax Planning Partners first reported a position in VBK in Q1 2018 and has held it in 25 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Avantax Planning Partners held 49,306 shares of Vanguard Morningstar Small-Cap Growth ETF worth $18M as of Q2 2026.
  • Avantax Planning Partners sold 1,221 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $416K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.45% of Avantax Planning Partners's portfolio in Q2 2026, its #35 holding.
  • Avantax Planning Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 25 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.