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

Daymark 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	$1.24M	Buy	3,401 +1,480	+77%	+$504K	0.03%	307
2026 Q1	$581K	Buy	1,921 +1	+0.1%	+$314	0.02%	386
2025 Q4	$580K	Sell	1,920 -239	-11%	-$72.1K	0.02%	362
2025 Q3	$642K	Buy	2,159 +217	+11%	+$62.6K	0.02%	334
2025 Q2	$538K	Buy	1,942 +72	+4%	+$18.5K	0.02%	338
2025 Q1	$471K	Buy	1,870 +2	+0.1%	+$554	0.02%	335
2024 Q4	$523K	Buy	1,868 +263	+16%	+$74.3K	0.02%	311
2024 Q3	$429K	Buy	1,605 +163	+11%	+$41.8K	0.02%	361
2024 Q2	$361K	Buy	+1,442	New	+$360K	0.02%	372

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

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

Daymark Wealth Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 77% in Q2 2026, buying an estimated $504K and bringing the position to 3,401 shares worth $1.24M. The position accounts for 0.03% of the portfolio, ranked #307.

Daymark Wealth Partners first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Daymark Wealth Partners held 3,401 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.24M as of Q2 2026.
Daymark Wealth Partners bought 1,480 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $504K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q2 2026, its #307 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.