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Elwood & Goetz Wealth Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Elwood & Goetz Wealth Advisory Group’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 		$366K Hold
1,000
– – 0.05% 105
2026
Q1 		$302K Hold
1,000
– – 0.05% 106
2025
Q4 		$302K Buy
+1,000
New +$302K 0.05% 103

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

Elwood & Goetz Wealth Advisory Group's VBK Position: Q2 2026 in Review

Elwood & Goetz Wealth Advisory Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,000 shares worth $366K. The position accounts for 0.05% of the portfolio, ranked #105.

Elwood & Goetz Wealth Advisory Group first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Elwood & Goetz Wealth Advisory Group held 1,000 shares of Vanguard Morningstar Small-Cap Growth ETF worth $366K as of Q2 2026.
  • Elwood & Goetz Wealth Advisory Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Elwood & Goetz Wealth Advisory Group's portfolio in Q2 2026, its #105 holding.
  • Elwood & Goetz Wealth Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Elwood & Goetz Wealth Advisory Group's 13F filing for Q2 2026, filed 13 Aug 2026.