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Cyndeo Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cyndeo Wealth Partners’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 		$1.51M Buy
4,127
+25
+0.6% +$8.52K 0.07% 220
2026
Q1 		$1.24M Sell
4,102
-54
-1% -$17K 0.07% 217
2025
Q4 		$1.26M Sell
4,156
-15
-0.4% -$4.53K 0.07% 211
2025
Q3 		$1.24M Buy
4,171
+121
+3% +$34.9K 0.07% 205
2025
Q2 		$1.12M Buy
4,050
+1,498
+59% +$386K 0.07% 212
2025
Q1 		$642K Sell
2,552
-95
-4% -$26.3K 0.04% 266
2024
Q4 		$741K Sell
2,647
-11
-0.4% -$3.11K 0.05% 250
2024
Q3 		$711K Buy
2,658
+131
+5% +$33.6K 0.05% 257
2024
Q2 		$632K Sell
2,527
-396
-14% -$98.8K 0.05% 252
2024
Q1 		$762K Sell
2,923
-1,326
-31% -$326K 0.06% 227
2023
Q4 		$1.03M Sell
4,249
-3,677
-46% -$798K 0.1% 184
2023
Q3 		$1.7M Buy
7,926
+39
+0.5% +$8.86K 0.18% 137
2023
Q2 		$1.81M Buy
7,887
+615
+8% +$134K 0.19% 129
2023
Q1 		$1.57M Buy
7,272
+511
+8% +$110K 0.17% 144
2022
Q4 		$1.36M Buy
+6,761
New +$1.38M 0.16% 148

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cyndeo Wealth Partners's VBK Position: Q2 2026 in Review

Cyndeo Wealth Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.61% in Q2 2026, buying an estimated $8.52K and bringing the position to 4,127 shares worth $1.51M. The position accounts for 0.07% of the portfolio, ranked #220.

Cyndeo Wealth Partners first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.81M in Q2 2023. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cyndeo Wealth Partners held 4,127 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.51M as of Q2 2026.
  • Cyndeo Wealth Partners bought 25 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.52K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Cyndeo Wealth Partners's portfolio in Q2 2026, its #220 holding.
  • Cyndeo Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Cyndeo Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.81M in Q2 2023.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Cyndeo Wealth Partners's 13F filing for Q2 2026, filed 21 Jul 2026.