Axim Planning & Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Axim Planning & Wealth’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	$397K	Buy	1,084 +39	+4%	+$13.3K	0.55%	44
2026 Q1	$316K	Buy	1,045 +101	+11%	+$31.7K	0.38%	52
2025 Q4	$285K	Sell	944 -23	-2%	-$6.94K	0.3%	52
2025 Q3	$288K	Sell	967 -23	-2%	-$6.64K	0.23%	55
2025 Q2	$274K	Sell	990 -134	-12%	-$34.5K	0.25%	41
2025 Q1	$283K	Buy	1,124 +45	+4%	+$12.5K	0.25%	21
2024 Q4	$302K	Buy	+1,079	New	+$305K	0.32%	17

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Axim Planning & Wealth's VBK Position: Q2 2026 in Review

Axim Planning & Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.7% in Q2 2026, buying an estimated $13.3K and bringing the position to 1,084 shares worth $397K. The position accounts for 0.55% of the portfolio, ranked #44.

Axim Planning & Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Axim Planning & Wealth held 1,084 shares of Vanguard Morningstar Small-Cap Growth ETF worth $397K as of Q2 2026.
Axim Planning & Wealth bought 39 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $13.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.55% of Axim Planning & Wealth's portfolio in Q2 2026, its #44 holding.
Axim Planning & Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Axim Planning & Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.