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

Cloud Capital 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	-389	Closed	-$116K	–	1430
2025 Q3	$116K	Buy	+389	New	+$112K	0.06%	115
2025 Q2	–	Sell	-389	Closed	-$98K	–	248
2025 Q1	$98K	Buy	+389	New	+$108K	0.07%	107

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Cloud Capital Management's VBK Position: Q4 2025 in Review

Cloud Capital Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 389 shares — an estimated $116K sold.

Cloud Capital Management first reported a position in VBK in Q1 2025 and held it in 2 quarters. The position peaked at $116K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Cloud Capital Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Cloud Capital Management sold 389 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $116K.
Cloud Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and held it in 2 quarters.
Cloud Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $116K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Cloud Capital Management's 13F filing for Q4 2025, filed 12 Feb 2026.