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DHJJ Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

DHJJ Financial 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 		$16.5K Hold
45
– – ﹤0.01% 561
2026
Q1 		$13.6K Hold
45
– – ﹤0.01% 581
2025
Q4 		$13.6K Hold
45
– – ﹤0.01% 547
2025
Q3 		$13.4K Hold
45
– – ﹤0.01% 529
2025
Q2 		$12.5K Hold
45
– – ﹤0.01% 522
2025
Q1 		$11.3K Buy
45
+23
+105% +$6.37K ﹤0.01% 488
2024
Q4 		$6.16K Sell
22
-10
-31% -$2.83K ﹤0.01% 540
2024
Q3 		$8.56K Hold
32
– – ﹤0.01% 512
2024
Q2 		$8.01K Hold
32
– – ﹤0.01% 480
2024
Q1 		$8.34K Buy
32
+12
+60% +$2.95K ﹤0.01% 465
2023
Q4 		$4.84K Hold
20
– – ﹤0.01% 492
2023
Q3 		$4.28K Buy
+20
New +$4.55K ﹤0.01% 500

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

DHJJ Financial Advisors's VBK Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 45 shares worth $16.5K. The position accounts for ﹤0.01% of the portfolio, ranked #561.

DHJJ Financial Advisors first reported a position in VBK in Q3 2023 and has held it in 12 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • DHJJ Financial Advisors held 45 shares of Vanguard Morningstar Small-Cap Growth ETF worth $16.5K as of Q2 2026.
  • DHJJ Financial Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of DHJJ Financial Advisors's portfolio in Q2 2026, its #561 holding.
  • DHJJ Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.