DiNuzzo Private Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

DiNuzzo Private Wealth’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	$36.2K	Hold	99	–	–	﹤0.01%	159
2026 Q1	$29.9K	Hold	99	–	–	﹤0.01%	165
2025 Q4	$29.9K	Hold	99	–	–	﹤0.01%	158
2025 Q3	$29K	Hold	99	–	–	﹤0.01%	157
2025 Q2	$27.4K	Hold	99	–	–	﹤0.01%	166
2025 Q1	$24.9K	Hold	99	–	–	﹤0.01%	162
2024 Q4	$27.7K	Hold	99	–	–	﹤0.01%	155
2024 Q3	$26.5K	Hold	99	–	–	﹤0.01%	168
2024 Q2	$24.8K	Hold	99	–	–	﹤0.01%	131
2024 Q1	$25.8K	Hold	99	–	–	﹤0.01%	119
2023 Q4	$23.9K	Buy	+99	New	+$21.5K	﹤0.01%	125

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

DiNuzzo Private Wealth's VBK Position: Q2 2026 in Review

DiNuzzo Private Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 99 shares worth $36.2K. The position accounts for ﹤0.01% of the portfolio, ranked #159.

DiNuzzo Private Wealth first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

DiNuzzo Private Wealth held 99 shares of Vanguard Morningstar Small-Cap Growth ETF worth $36.2K as of Q2 2026.
DiNuzzo Private Wealth 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 DiNuzzo Private Wealth's portfolio in Q2 2026, its #159 holding.
DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q2 2026, filed 10 Jul 2026.