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

EPG Wealth Management’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	$64.4K	Hold	176	–	–	0.02%	219
2026 Q1	$53.2K	Hold	176	–	–	0.01%	224
2025 Q4	$53.2K	Sell	176 -4	-2%	-$1.21K	0.01%	224
2025 Q3	$53.6K	Hold	180	–	–	0.01%	225
2025 Q2	$49.8K	Hold	180	–	–	0.02%	226
2025 Q1	$45.3K	Hold	180	–	–	0.01%	296
2024 Q4	$50.4K	Hold	180	–	–	0.01%	296
2024 Q3	$48.1K	Buy	+180	New	+$46.1K	0.01%	302
2024 Q2	–	Sell	-180	Closed	-$44.9K	–	324
2024 Q1	$46.9K	Hold	180	–	–	0.01%	319
2023 Q4	$43.5K	Hold	180	–	–	0.01%	313
2023 Q3	$38.6K	Hold	180	–	–	0.01%	310
2023 Q2	$41.4K	Hold	180	–	–	0.01%	301
2023 Q1	$39K	Buy	+180	New	+$38.9K	0.01%	304
2020 Q2	–	Sell	-93	Closed	-$14K	–	733
2020 Q1	$14K	Hold	93	–	–	0.01%	452
2019 Q4	$19K	Buy	+93	New	+$17.6K	0.01%	363

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

EPG Wealth Management's VBK Position: Q2 2026 in Review

EPG Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 176 shares worth $64.4K. The position accounts for 0.02% of the portfolio, ranked #219.

EPG Wealth Management first reported a position in VBK in Q4 2019 and has held it in 15 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

EPG Wealth Management held 176 shares of Vanguard Morningstar Small-Cap Growth ETF worth $64.4K as of Q2 2026.
EPG Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of EPG Wealth Management's portfolio in Q2 2026, its #219 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 15 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.