Estate Counselors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Estate Counselors’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	$468K	Buy	+1,280	New	+$436K	0.04%	79
2025 Q1	–	Sell	-2,390	Closed	-$669K	–	123
2024 Q4	$669K	Buy	+2,390	New	+$676K	0.07%	79
2024 Q2	–	Sell	-1,435	Closed	-$374K	–	126
2024 Q1	$374K	Buy	+1,435	New	+$352K	0.04%	99
2023 Q2	–	Sell	-88,675	Closed	-$19.2M	–	132
2023 Q1	$19.2M	Buy	+88,675	New	+$19.2M	2.54%	13
2022 Q4	–	Sell	-42,295	Closed	-$8.25M	–	191
2022 Q3	$8.25M	Buy	+42,295	New	+$9.08M	1.28%	23

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

Estate Counselors's VBK Position: Q2 2026 in Review

Estate Counselors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 1,280 shares worth $468K. The stake represents 0.04% of the portfolio and ranks #79 among its holdings. This is a return to the name: Estate Counselors previously reported a position in VBK as recently as Q4 2024.

Estate Counselors first reported a position in VBK in Q3 2022 and has held it in 5 quarters since. The position peaked at $19.2M in Q1 2023. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Estate Counselors held 1,280 shares of Vanguard Morningstar Small-Cap Growth ETF worth $468K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Estate Counselors position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Estate Counselors's portfolio in Q2 2026, its #79 holding.
Estate Counselors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2022 and has held it in 5 quarters since.
Estate Counselors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $19.2M in Q1 2023.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Estate Counselors's 13F filing for Q2 2026, filed 7 Aug 2026.