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

Evergreen 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 		$1.32M Buy
3,597
+38
+1% +$12.9K 0.62% 46
2026
Q1 		$1.08M Hold
3,559
– – 0.56% 44
2025
Q4 		$1.08M Sell
3,559
-186
-5% -$56.1K 0.54% 43
2025
Q3 		$1.11M Sell
3,745
-7
-0.2% -$2.02K 0.58% 42
2025
Q2 		$1.04M Sell
3,752
-92
-2% -$23.7K 0.58% 43
2025
Q1 		$968K Sell
3,844
-7,094
-65% -$1.97M 0.58% 44
2024
Q4 		$3.06M Buy
10,938
+348
+3% +$98.4K 1.81% 23
2024
Q3 		$2.83M Sell
10,590
-1,838
-15% -$471K 1.7% 22
2024
Q2 		$3.11M Hold
12,428
– – 2.06% 18
2024
Q1 		$3.24M Hold
12,428
– – 2.19% 17
2023
Q4 		$3M Buy
12,428
+302
+2% +$65.6K 2.21% 17
2023
Q3 		$2.6M Sell
12,126
-431
-3% -$98K 2.05% 16
2023
Q2 		$2.88M Buy
12,557
+1,985
+19% +$432K 2.26% 15
2023
Q1 		$2.29M Buy
10,572
+3,413
+48% +$738K 2.03% 18
2022
Q4 		$1.44M Buy
+7,159
New +$1.46M 1.32% 28

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

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

Evergreen Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.1% in Q2 2026, buying an estimated $12.9K and bringing the position to 3,597 shares worth $1.32M. The position accounts for 0.62% of the portfolio, ranked #46.

Evergreen Wealth Management first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $3.24M in Q1 2024. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Evergreen Wealth Management held 3,597 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.32M as of Q2 2026.
  • Evergreen Wealth Management bought 38 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.62% of Evergreen Wealth Management's portfolio in Q2 2026, its #46 holding.
  • Evergreen Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • Evergreen Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.24M in Q1 2024.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Evergreen Wealth Management's 13F filing for Q2 2026, filed 31 Jul 2026.