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

Buck Wealth Strategies’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 		$9.87K Buy
+27
New +$9.2K ﹤0.01% 593
2023
Q4 		– Sell
-194
Closed -$41.4K – 322
2023
Q3 		$41.4K Buy
+194
New +$44.1K 0.02% 122

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

Buck Wealth Strategies's VBK Position: Q2 2026 in Review

Buck Wealth Strategies opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 27 shares worth $9.87K. The stake represents ﹤0.01% of the portfolio and ranks #593 among its holdings. This is a return to the name: Buck Wealth Strategies previously reported a position in VBK as recently as Q3 2023.

Buck Wealth Strategies first reported a position in VBK in Q3 2023 and has held it in 2 quarters since. The position peaked at $41.4K in Q3 2023. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Buck Wealth Strategies held 27 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.87K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Buck Wealth Strategies position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Buck Wealth Strategies's portfolio in Q2 2026, its #593 holding.
  • Buck Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 2 quarters since.
  • Buck Wealth Strategies's Vanguard Morningstar Small-Cap Growth ETF position peaked at $41.4K in Q3 2023.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Buck Wealth Strategies's 13F filing for Q2 2026, filed 30 Jul 2026.