Delos Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Delos Wealth Advisors’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	$19.7K	Buy	54 +17	+46%	+$5.79K	0.01%	168
2026 Q1	$11.2K	Hold	37	–	–	0.01%	179
2025 Q4	$11.2K	Hold	37	–	–	0.01%	165
2025 Q3	$11K	Sell	37 -84	-69%	-$24.2K	0.01%	176
2025 Q2	$33.5K	Buy	+121	New	+$31.2K	0.03%	115

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

Delos Wealth Advisors's VBK Position: Q2 2026 in Review

Delos Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 46% in Q2 2026, buying an estimated $5.79K and bringing the position to 54 shares worth $19.7K. The position accounts for 0.01% of the portfolio, ranked #168.

Delos Wealth Advisors first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $33.5K in Q2 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Delos Wealth Advisors held 54 shares of Vanguard Morningstar Small-Cap Growth ETF worth $19.7K as of Q2 2026.
Delos Wealth Advisors bought 17 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.79K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Delos Wealth Advisors's portfolio in Q2 2026, its #168 holding.
Delos Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
Delos Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $33.5K in Q2 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Delos Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.