Empower Advisory Group
VBK icon

Empower Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Empower 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 		$596K Sell
1,631
-48
-3% -$16.4K ﹤0.01% 322
2026
Q1 		$508K Sell
1,679
-1,497
-47% -$471K ﹤0.01% 322
2025
Q4 		$960K Buy
3,176
+188
+6% +$56.7K ﹤0.01% 251
2025
Q3 		$889K Buy
2,988
+15
+0.5% +$4.33K ﹤0.01% 264
2025
Q2 		$823K Sell
2,973
-88
-3% -$22.7K ﹤0.01% 261
2025
Q1 		$771K Sell
3,061
-67
-2% -$18.6K ﹤0.01% 261
2024
Q4 		$876K Sell
3,128
-31
-1% -$8.76K ﹤0.01% 256
2024
Q3 		$845K Buy
3,159
+58
+2% +$14.9K ﹤0.01% 248
2024
Q2 		$776K Sell
3,101
-56
-2% -$14K ﹤0.01% 250
2024
Q1 		$823K Sell
3,157
-960
-23% -$236K ﹤0.01% 243
2023
Q4 		$995K Sell
4,117
-373
-8% -$81K ﹤0.01% 235
2023
Q3 		$962K Sell
4,490
-13
-0.3% -$2.96K ﹤0.01% 232
2023
Q2 		$1.03M Buy
4,503
+179
+4% +$38.9K ﹤0.01% 234
2023
Q1 		$935K Buy
+4,324
New +$935K ﹤0.01% 245

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

Empower Advisory Group's VBK Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.9% in Q2 2026, selling an estimated $16.4K and leaving 1,631 shares worth $596K. The position accounts for ﹤0.01% of the portfolio, ranked #322.

Empower Advisory Group first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.03M in Q2 2023. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Empower Advisory Group held 1,631 shares of Vanguard Morningstar Small-Cap Growth ETF worth $596K as of Q2 2026.
  • Empower Advisory Group sold 48 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #322 holding.
  • Empower Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • Empower Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.03M in Q2 2023.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.