Capital A Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
$9.91K Buy
41
+34
+486% +$8.76K 0.11% 194
2025
Q1
$1.76K Buy
+7
New +$1.94K ﹤0.01% 480

Other funds holding VBK

Capital A Wealth Management's VBK Position: Q2 2025 in Review

Capital A Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 486% in Q2 2025, buying an estimated $8.76K and bringing the position to 41 shares worth $9.91K. The position accounts for 0.11% of the portfolio, ranked #194.

Capital A Wealth Management first reported a position in VBK in Q1 2025 and has held it in 2 quarters since. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Capital A Wealth Management held 41 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.91K as of Q2 2025.
  • Capital A Wealth Management bought 34 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $8.76K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Capital A Wealth Management's portfolio in Q2 2025, its #194 holding.
  • Capital A Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 2 quarters since.
  • 1,097 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Capital A Wealth Management's 13F filing for Q2 2025, filed 26 Sep 2025.