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

Curry Webb 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
Q1 		$453K Hold
1,500
– – 0.21% 45
2025
Q4 		$453K Buy
+1,500
New +$453K 0.22% 51

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Curry Webb Wealth Management's VBK Position: Q1 2026 in Review

Curry Webb Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 1,500 shares worth $453K. The position accounts for 0.21% of the portfolio, ranked #45.

Curry Webb Wealth Management first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,217 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Curry Webb Wealth Management held 1,500 shares of Vanguard Morningstar Small-Cap Growth ETF worth $453K as of Q1 2026.
  • Curry Webb Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.21% of Curry Webb Wealth Management's portfolio in Q1 2026, its #45 holding.
  • Curry Webb Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,217 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Curry Webb Wealth Management's 13F filing for Q1 2026, filed 10 Jun 2026.