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Elser Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Elser Financial Planning’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
-888
Closed -$246K – 73
2025
Q2 		$246K Buy
+888
New +$229K 0.31% 60

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 $77.5B AUM 27.94% 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

Elser Financial Planning's VBK Position: Q3 2025 in Review

Elser Financial Planning sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 888 shares — an estimated $246K sold.

Elser Financial Planning first reported a position in VBK in Q2 2025 and held it in 1 quarter. The position peaked at $246K in Q2 2025. 1,111 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Elser Financial Planning reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Elser Financial Planning sold 888 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $246K.
  • Elser Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and held it in 1 quarter.
  • Elser Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $246K in Q2 2025.
  • 1,111 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Elser Financial Planning's 13F filing for Q3 2025, filed 24 Oct 2025.