Enclave Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Enclave Advisors’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 Q4	–	Sell	-1,632	Closed	-$486K	–	134
2025 Q3	$486K	Buy	+1,632	New	+$471K	0.07%	80

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

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

Enclave Advisors's VBK Position: Q4 2025 in Review

Enclave Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 1,632 shares — an estimated $486K sold.

Enclave Advisors first reported a position in VBK in Q3 2025 and held it in 1 quarter. The position peaked at $486K in Q3 2025. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Enclave Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Enclave Advisors sold 1,632 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $486K.
Enclave Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
Enclave Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $486K in Q3 2025.
1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Enclave Advisors's 13F filing for Q4 2025, filed 14 Jan 2026.