Capstone Wealth Management Group (Pennsylvania)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Capstone Wealth Management Group (Pennsylvania)’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	$246K	Hold	673	–	–	0.09%	84
2026 Q1	$203K	Hold	673	–	–	0.09%	95
2025 Q4	$203K	Hold	673	–	–	0.09%	82
2025 Q3	$200K	Buy	+673	New	+$194K	0.08%	75
2023 Q1	–	Sell	-2,594	Closed	-$520K	–	63
2022 Q4	$520K	Sell	2,594 -970	-27%	-$198K	0.56%	35
2022 Q3	$695K	Sell	3,564 -34	-0.9%	-$7.3K	0.89%	29
2022 Q2	$709K	Sell	3,598 -388	-10%	-$84.1K	0.86%	29
2022 Q1	$989K	Sell	3,986 -2,442	-38%	-$601K	0.99%	25
2021 Q4	$1.81M	Buy	+6,428	New	+$1.84M	1.47%	18

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

Capstone Wealth Management Group (Pennsylvania)'s VBK Position: Q2 2026 in Review

Capstone Wealth Management Group (Pennsylvania) held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 673 shares worth $246K. The position accounts for 0.09% of the portfolio, ranked #84.

Capstone Wealth Management Group (Pennsylvania) first reported a position in VBK in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.81M in Q4 2021. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Capstone Wealth Management Group (Pennsylvania) held 673 shares of Vanguard Morningstar Small-Cap Growth ETF worth $246K as of Q2 2026.
Capstone Wealth Management Group (Pennsylvania) left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Capstone Wealth Management Group (Pennsylvania)'s portfolio in Q2 2026, its #84 holding.
Capstone Wealth Management Group (Pennsylvania) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
Capstone Wealth Management Group (Pennsylvania)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.81M in Q4 2021.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Capstone Wealth Management Group (Pennsylvania)'s 13F filing for Q2 2026, filed 30 Jul 2026.