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

Aviso 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 Q1	$728K	Hold	2,407	–	–	0.33%	69
2025 Q4	$727K	Buy	2,407 +72	+3%	+$21.7K	0.31%	74
2025 Q3	$695K	Hold	2,335	–	–	0.3%	72
2025 Q2	$647K	Hold	2,335	–	–	0.3%	78
2025 Q1	$588K	Sell	2,335 -145	-6%	-$40.2K	0.31%	83
2024 Q4	$694K	Hold	2,480	–	–	0.35%	73
2024 Q3	$663K	Hold	2,480	–	–	0.36%	74
2024 Q2	$620K	Hold	2,480	–	–	0.37%	71
2024 Q1	$646K	Hold	2,480	–	–	0.41%	61
2023 Q4	$599K	Buy	+2,480	New	+$538K	0.43%	59

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Aviso Wealth Management's VBK Position: Q1 2026 in Review

Aviso Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 2,407 shares worth $728K. The position accounts for 0.33% of the portfolio, ranked #69.

Aviso Wealth Management first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Aviso Wealth Management held 2,407 shares of Vanguard Morningstar Small-Cap Growth ETF worth $728K as of Q1 2026.
Aviso Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.33% of Aviso Wealth Management's portfolio in Q1 2026, its #69 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.