Diversify Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Diversify Wealth Management’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	$1.45M	Buy	4,223 +973	+30%	+$331K	0.02%	513
2026 Q1	$1.06M	Buy	3,250 +2,483	+324%	+$780K	0.02%	577
2025 Q4	$247K	Hold	767	–	–	0.01%	556
2025 Q3	$232K	Hold	767	–	–	0.01%	497
2025 Q2	$218K	Sell	767 -68	-8%	-$17.5K	0.01%	505
2025 Q1	$208K	Buy	835 +64	+8%	+$17.7K	0.02%	492
2024 Q4	$216K	Buy	+771	New	+$218K	0.02%	481

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

Diversify Wealth Management's VBK Position: Q2 2026 in Review

Diversify Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 30% in Q2 2026, buying an estimated $331K and bringing the position to 4,223 shares worth $1.45M. The position accounts for 0.02% of the portfolio, ranked #513.

Diversify Wealth Management first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Diversify Wealth Management held 4,223 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.45M as of Q2 2026.
Diversify Wealth Management bought 973 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $331K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Diversify Wealth Management's portfolio in Q2 2026, its #513 holding.
Diversify Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.