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Dynamic Wealth Strategies’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Dynamic Wealth Strategies’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 		$7.31K Hold
20
– – ﹤0.01% 250
2026
Q1 		$6.04K Hold
20
– – ﹤0.01% 251
2025
Q4 		$6.04K Hold
20
– – ﹤0.01% 230
2025
Q3 		$5.95K Hold
20
– – ﹤0.01% 220
2025
Q2 		$5.54K Buy
+20
New +$5.15K ﹤0.01% 215

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

Dynamic Wealth Strategies's VBK Position: Q2 2026 in Review

Dynamic Wealth Strategies held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 20 shares worth $7.31K. The position accounts for ﹤0.01% of the portfolio, ranked #250.

Dynamic Wealth Strategies first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Dynamic Wealth Strategies held 20 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.31K as of Q2 2026.
  • Dynamic Wealth Strategies 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 Dynamic Wealth Strategies's portfolio in Q2 2026, its #250 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q2 2026, filed 23 Jul 2026.