Beaumont Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Beaumont Capital 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	-17,269	Closed	-$4.35M	–	67
2025 Q1	$4.35M	Buy	17,269 +8,637	+100%	+$2.39M	3.2%	14
2024 Q4	$2.42M	Sell	8,632 -1,022	-11%	-$289K	1.86%	21
2024 Q3	$2.58M	Hold	9,654	–	–	1.9%	22
2024 Q2	$2.41M	Hold	9,654	–	–	1.89%	25
2024 Q1	$2.52M	Sell	9,654 -7,022	-42%	-$1.72M	1.85%	25
2023 Q4	$4.03M	Hold	16,676	–	–	3.06%	17
2023 Q3	$3.57M	Hold	16,676	–	–	2.57%	14
2023 Q2	$3.83M	Hold	16,676	–	–	2.66%	11
2023 Q1	$3.61M	Hold	16,676	–	–	2.51%	11
2022 Q4	$3.34M	Buy	16,676 +72	+0.4%	+$14.7K	2.36%	15
2022 Q3	$3.24M	Sell	16,604 -1,923	-10%	-$413K	3.22%	9
2022 Q2	$3.65M	Buy	18,527 +1,810	+11%	+$392K	3.01%	9
2022 Q1	$4.15M	Buy	16,717 +1,118	+7%	+$275K	2.67%	17
2021 Q4	$4.39M	Buy	+15,599	New	+$4.47M	2.54%	17

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

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

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

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

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

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

Beaumont Capital Management's VBK Position: Q2 2025 in Review

Beaumont Capital Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 17,269 shares — an estimated $4.35M sold.

Beaumont Capital Management first reported a position in VBK in Q4 2021 and held it in 14 quarters. The position peaked at $4.39M in Q4 2021. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Beaumont Capital Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
Beaumont Capital Management sold 17,269 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $4.35M.
Beaumont Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 14 quarters.
Beaumont Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.39M in Q4 2021.
1,097 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Beaumont Capital Management's 13F filing for Q2 2025, filed 11 Aug 2025.