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Everhart Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Everhart Financial 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 		$8.11M Sell
22,179
-2,754
-11% -$938K 0.52% 29
2026
Q1 		$7.54M Buy
24,933
+1,887
+8% +$593K 0.64% 24
2025
Q4 		$6.96M Buy
23,046
+2,164
+10% +$653K 0.64% 25
2025
Q3 		$6.21M Buy
20,882
+1,249
+6% +$361K 0.62% 24
2025
Q2 		$5.44M Buy
19,633
+2,645
+16% +$681K 0.63% 23
2025
Q1 		$4.28M Buy
16,988
+2,419
+17% +$670K 0.58% 24
2024
Q4 		$4.08M Buy
14,569
+1,024
+8% +$289K 0.84% 22
2024
Q3 		$3.62M Sell
13,545
-47
-0.3% -$12K 0.8% 26
2024
Q2 		$3.4M Buy
13,592
+495
+4% +$123K 0.88% 23
2024
Q1 		$3.41M Buy
13,097
+972
+8% +$239K 0.99% 21
2023
Q4 		$2.93M Buy
12,125
+277
+2% +$60.1K 1.04% 21
2023
Q3 		$2.54M Buy
11,848
+337
+3% +$76.6K 1.08% 22
2023
Q2 		$2.51M Buy
11,511
+1,266
+12% +$275K 1.04% 24
2023
Q1 		$2.22M Buy
10,245
+1,005
+11% +$217K 0.99% 24
2022
Q4 		$1.85M Sell
9,240
-6,672
-42% -$1.36M 0.93% 25
2022
Q3 		$3.1M Buy
15,912
+7,344
+86% +$1.58M 1.72% 12
2022
Q2 		$1.69M Sell
8,568
-712
-8% -$154K 1.03% 21
2022
Q1 		$2.3M Buy
9,280
+666
+8% +$164K 1.33% 21
2021
Q4 		$2.43M Sell
8,614
-786
-8% -$225K 1.47% 18
2021
Q3 		$2.63M Sell
9,400
-873
-8% -$250K 1.8% 16
2021
Q2 		$2.98M Buy
10,273
+1,403
+16% +$392K 2.05% 14
2021
Q1 		$2.44M Buy
8,870
+3
+0% +$846 2.14% 13
2020
Q4 		$2.37M Buy
+8,867
New +$2.14M 2.19% 13

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

Everhart Financial Group's VBK Position: Q2 2026 in Review

Everhart Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 11% in Q2 2026, selling an estimated $938K and leaving 22,179 shares worth $8.11M. The position accounts for 0.52% of the portfolio, ranked #29.

Everhart Financial Group first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Everhart Financial Group held 22,179 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.11M as of Q2 2026.
  • Everhart Financial Group sold 2,754 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $938K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.52% of Everhart Financial Group's portfolio in Q2 2026, its #29 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.