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

Destiny 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	–	Sell	-857	Closed	-$259K	–	1047
2026 Q1	$259K	Hold	857	–	–	0.03%	197
2025 Q4	$276K	Hold	857	–	–	0.03%	181
2025 Q3	$255K	Buy	+857	New	+$247K	0.03%	180
2021 Q4	–	Sell	-90	Closed	-$25K	–	576
2021 Q3	$25K	Buy	+90	New	+$25.8K	0.01%	357
2021 Q2	–	Sell	-148	Closed	-$41K	–	500
2021 Q1	$41K	Hold	148	–	–	0.01%	298
2020 Q4	$40K	Buy	+148	New	+$35.8K	0.01%	310

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

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

Destiny Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 857 shares — an estimated $259K sold.

Destiny Wealth Partners first reported a position in VBK in Q4 2020 and held it in 6 quarters. The position peaked at $276K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 857 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $259K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 6 quarters.
Destiny Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $276K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.