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

Canvas Wealth Advisors’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	$1.74M	Buy	4,768 +47	+1%	+$16K	0.24%	64
2026 Q1	$1.43M	Buy	4,721 +54	+1%	+$17K	0.24%	59
2025 Q4	$1.41M	Buy	4,667 +120	+3%	+$36.2K	0.24%	56
2025 Q3	$1.37M	Buy	4,547 +195	+4%	+$56.3K	0.25%	54
2025 Q2	$1.25M	Buy	4,352 +407	+10%	+$105K	0.25%	57
2025 Q1	$931K	Sell	3,945 -118	-3%	-$32.7K	0.24%	65
2024 Q4	$1.14M	Buy	4,063 +292	+8%	+$82.5K	0.29%	55
2024 Q3	$1.01M	Buy	3,771 +330	+10%	+$84.6K	0.28%	55
2024 Q2	$892K	Buy	3,441 +566	+20%	+$141K	0.28%	53
2024 Q1	$690K	Buy	+2,875	New	+$706K	0.23%	53

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

Canvas Wealth Advisors's VBK Position: Q2 2026 in Review

Canvas Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q2 2026, buying an estimated $16K and bringing the position to 4,768 shares worth $1.74M. The position accounts for 0.24% of the portfolio, ranked #64.

Canvas Wealth Advisors first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Canvas Wealth Advisors held 4,768 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.74M as of Q2 2026.
Canvas Wealth Advisors bought 47 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.24% of Canvas Wealth Advisors's portfolio in Q2 2026, its #64 holding.
Canvas Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Canvas Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.