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

Cherrydale 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
2025
Q4 		– Sell
-1,470
Closed -$438K – 85
2025
Q3 		$438K Sell
1,470
-152
-9% -$43.9K 0.14% 47
2025
Q2 		$449K Sell
1,622
-239
-13% -$61.5K 0.16% 44
2025
Q1 		$468K Buy
1,861
+3
+0.2% +$831 0.19% 40
2024
Q4 		$520K Buy
1,858
+3
+0.2% +$848 0.2% 36
2024
Q3 		$496K Buy
1,855
+5
+0.3% +$1.28K 0.2% 35
2024
Q2 		$463K Sell
1,850
-198
-10% -$49.4K 0.2% 35
2024
Q1 		$534K Sell
2,048
-755
-27% -$185K 0.25% 32
2023
Q4 		$678K Buy
2,803
+42
+2% +$9.12K 0.35% 29
2023
Q3 		$591K Buy
+2,761
New +$628K 0.35% 29
2022
Q4 		– Sell
-2,078
Closed -$405K – 39
2022
Q3 		$405K Buy
+2,078
New +$446K 0.37% 22
2022
Q2 		– Sell
-1,453
Closed -$360K – 45
2022
Q1 		$360K Sell
1,453
-3,806
-72% -$937K 0.26% 27
2021
Q4 		$1.48M Buy
+5,259
New +$1.51M 1.11% 13

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
AF
Align Financial Hermantown, Minnesota $202M AUM
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Cherrydale Wealth Management's VBK Position: Q4 2025 in Review

Cherrydale Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 1,470 shares — an estimated $438K sold.

Cherrydale Wealth Management first reported a position in VBK in Q4 2021 and held it in 12 quarters. The position peaked at $1.48M in Q4 2021. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Cherrydale Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Cherrydale Wealth Management sold 1,470 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $438K.
  • Cherrydale Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 12 quarters.
  • Cherrydale Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.48M in Q4 2021.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Cherrydale Wealth Management's 13F filing for Q4 2025, filed 13 Jan 2026.