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

Carolina Wealth Management’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	$9.35M	Buy	+25,579	New	+$8.71M	4.3%	5

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

Carolina Wealth Management's VBK Position: Q2 2026 in Review

Carolina Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 25,579 shares worth $9.35M. The stake represents 4.3% of the portfolio and ranks #5 among its holdings.

1,269 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Carolina Wealth Management held 25,579 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.35M as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Carolina Wealth Management position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 4.3% of Carolina Wealth Management's portfolio in Q2 2026, its #5 holding.
1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Carolina Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.