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

BIP 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 		$1.04M Buy
2,854
+1,275
+81% +$434K 0.03% 250
2026
Q1 		$477K Sell
1,579
-1,253
-44% -$394K 0.02% 306
2025
Q4 		$856K Sell
2,832
-226
-7% -$68.2K 0.03% 230
2025
Q3 		$910K Buy
3,058
+1,436
+89% +$415K 0.05% 131
2025
Q2 		$449K Sell
1,622
-324
-17% -$83.4K 0.03% 163
2025
Q1 		$490K Buy
1,946
+394
+25% +$109K 0.03% 154
2024
Q4 		$435K Buy
1,552
+144
+10% +$40.7K 0.03% 164
2024
Q3 		$376K Buy
1,408
+55
+4% +$14.1K 0.03% 158
2024
Q2 		$338K Sell
1,353
-45
-3% -$11.2K 0.03% 140
2024
Q1 		$365K Sell
1,398
-65
-4% -$16K 0.03% 145
2023
Q4 		$354K Buy
1,463
+71
+5% +$15.4K 0.03% 137
2023
Q3 		$298K Sell
1,392
-77
-5% -$17.5K 0.03% 137
2023
Q2 		$338K Sell
1,469
-201
-12% -$43.7K 0.03% 129
2023
Q1 		$362K Buy
+1,670
New +$361K 0.04% 131

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

BIP Wealth's VBK Position: Q2 2026 in Review

BIP Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 81% in Q2 2026, buying an estimated $434K and bringing the position to 2,854 shares worth $1.04M. The position accounts for 0.03% of the portfolio, ranked #250.

BIP Wealth first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • BIP Wealth held 2,854 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.04M as of Q2 2026.
  • BIP Wealth bought 1,275 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $434K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of BIP Wealth's portfolio in Q2 2026, its #250 holding.
  • BIP Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on BIP Wealth's 13F filing for Q2 2026, filed 3 Aug 2026.