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Brian Low Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Brian Low Financial Group’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 		$301K Sell
822
-24
-3% -$8.18K 0.18% 87
2026
Q1 		$256K Sell
846
-110
-12% -$34.6K 0.17% 97
2025
Q4 		$289K Sell
956
-100
-9% -$30.2K 0.2% 89
2025
Q3 		$314K Sell
1,056
-157
-13% -$45.3K 0.24% 84
2025
Q2 		$336K Buy
+1,213
New +$312K 0.31% 76

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

Brian Low Financial Group's VBK Position: Q2 2026 in Review

Brian Low Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.8% in Q2 2026, selling an estimated $8.18K and leaving 822 shares worth $301K. The position accounts for 0.18% of the portfolio, ranked #87.

Brian Low Financial Group first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $336K in Q2 2025. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Brian Low Financial Group held 822 shares of Vanguard Morningstar Small-Cap Growth ETF worth $301K as of Q2 2026.
  • Brian Low Financial Group sold 24 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.18K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of Brian Low Financial Group's portfolio in Q2 2026, its #87 holding.
  • Brian Low Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Brian Low Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $336K in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Brian Low Financial Group's 13F filing for Q2 2026, filed 28 Jul 2026.