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

Elyxium Wealth’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 Q1	–	Sell	-315	Closed	-$95.2K	–	1221
2025 Q4	$95.2K	Buy	+315	New	+$95K	0.03%	253
2025 Q2	–	Sell	-907	Closed	-$228K	–	171
2025 Q1	$228K	Sell	907 -303	-25%	-$84K	0.1%	143
2024 Q4	$339K	Buy	1,210 +25	+2%	+$7.07K	0.21%	67
2024 Q3	$317K	Buy	+1,185	New	+$304K	0.17%	95

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Elyxium Wealth's VBK Position: Q1 2026 in Review

Elyxium Wealth sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 315 shares — an estimated $95.2K sold.

Elyxium Wealth first reported a position in VBK in Q3 2024 and held it in 4 quarters. The position peaked at $339K in Q4 2024. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Elyxium Wealth reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Elyxium Wealth sold 315 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $95.2K.
Elyxium Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and held it in 4 quarters.
Elyxium Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $339K in Q4 2024.
1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Elyxium Wealth's 13F filing for Q1 2026, filed 6 May 2026.