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

Elevation 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
2025
Q3 		– Sell
-1
Closed -$277 – 885
2025
Q2 		$277 Hold
1
– – ﹤0.01% 455
2025
Q1 		$252 Hold
1
– – ﹤0.01% 460
2024
Q4 		$281 Hold
1
– – ﹤0.01% 464
2024
Q3 		$268 Hold
1
– – ﹤0.01% 447
2024
Q2 		$251 Buy
+1
New +$249 ﹤0.01% 476

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Elevation Wealth Partners's VBK Position: Q3 2025 in Review

Elevation Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 1 share — an estimated $277 sold.

Elevation Wealth Partners first reported a position in VBK in Q2 2024 and held it in 5 quarters. The position peaked at $281 in Q4 2024. 1,112 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Elevation Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Elevation Wealth Partners sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q3 2025, an estimated $277.
  • Elevation Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Elevation Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $281 in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Elevation Wealth Partners's 13F filing for Q3 2025, filed 6 Oct 2025.