Bradley & Co Private Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bradley & Co Private 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 Q2	$73.1K	Hold	200	–	–	0.03%	84
2026 Q1	$60.5K	Hold	200	–	–	0.03%	90
2025 Q4	$60.4K	Hold	200	–	–	0.03%	87
2025 Q3	$59.5K	Hold	200	–	–	0.03%	73
2025 Q2	$55.4K	Hold	200	–	–	0.03%	72
2025 Q1	$50.4K	Hold	200	–	–	0.03%	75
2024 Q4	$56K	Buy	+200	New	+$56.5K	0.04%	67
2024 Q2	$50K	Hold	200	–	–	0.04%	69
2024 Q1	$52.1K	Hold	200	–	–	0.04%	65
2023 Q4	$48.4K	Hold	200	–	–	0.04%	62
2023 Q3	$42.8K	Hold	200	–	–	0.04%	65
2023 Q2	$45.9K	Hold	200	–	–	0.05%	62
2023 Q1	$43.3K	Hold	200	–	–	0.05%	64
2022 Q4	$40.1K	Hold	200	–	–	0.05%	67
2022 Q3	$39K	Hold	200	–	–	0.05%	77
2022 Q2	$39K	Hold	200	–	–	0.04%	92
2022 Q1	$50K	Hold	200	–	–	0.04%	85
2021 Q4	$56K	Hold	200	–	–	0.04%	85
2021 Q3	$56K	Hold	200	–	–	0.05%	83
2021 Q2	$58K	Hold	200	–	–	0.05%	89
2021 Q1	$55K	Buy	+200	New	+$56.4K	0.05%	90

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

Bradley & Co Private Wealth Management's VBK Position: Q2 2026 in Review

Bradley & Co Private Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 200 shares worth $73.1K. The position accounts for 0.03% of the portfolio, ranked #84.

Bradley & Co Private Wealth Management first reported a position in VBK in Q1 2021 and has held it in 21 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Bradley & Co Private Wealth Management held 200 shares of Vanguard Morningstar Small-Cap Growth ETF worth $73.1K as of Q2 2026.
Bradley & Co Private Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Bradley & Co Private Wealth Management's portfolio in Q2 2026, its #84 holding.
Bradley & Co Private Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 21 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Bradley & Co Private Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.