Evermay Wealth Management
VBK icon

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

Evermay 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
Q3 		$869K Sell
2,573
-128
-5% -$44.7K 0.09% 94
2026
Q2 		$988K Buy
2,701
+76
+3% +$25.9K 0.1% 95
2026
Q1 		$793K Sell
2,625
-140
-5% -$44K 0.09% 98
2025
Q4 		$835K Sell
2,765
-60
-2% -$18.1K 0.09% 94
2025
Q3 		$842K Sell
2,825
-17
-0.6% -$4.91K 0.1% 93
2025
Q2 		$788K Sell
2,842
-71
-2% -$18.3K 0.1% 97
2025
Q1 		$733K Sell
2,913
-22
-0.7% -$6.1K 0.1% 96
2024
Q4 		$822K Sell
2,935
-17
-0.6% -$4.8K 0.12% 92
2024
Q3 		$789K Sell
2,952
-98
-3% -$25.1K 0.13% 98
2024
Q2 		$764K Buy
3,050
+58
+2% +$14.5K 0.12% 94
2024
Q1 		$780K Sell
2,992
-39
-1% -$9.6K 0.12% 96
2023
Q4 		$733K Sell
3,031
-21
-0.7% -$4.56K 0.14% 80
2023
Q3 		$654K Sell
3,052
-126
-4% -$28.6K 0.13% 78
2023
Q2 		$730K Sell
3,178
-9
-0.3% -$1.96K 0.14% 77
2023
Q1 		$690K Sell
3,187
-37
-1% -$8K 0.14% 79
2022
Q4 		$647K Sell
3,224
-175
-5% -$35.8K 0.13% 78
2022
Q3 		$663K Sell
3,399
-110
-3% -$23.6K 0.13% 74
2022
Q2 		$691K Sell
3,509
-672
-16% -$146K 0.13% 72
2022
Q1 		$1.04M Buy
4,181
+4,099
+4,999% +$1.01M 0.17% 62
2021
Q4 		$23K Buy
+82
New +$23.5K ﹤0.01% 344

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Evermay Wealth Management's VBK Position: Q3 2026 in Review

Evermay Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.7% in Q3 2026, selling an estimated $44.7K and leaving 2,573 shares worth $869K. The position accounts for 0.09% of the portfolio, ranked #94.

Evermay Wealth Management first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $1.04M in Q1 2022. 1,156 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Evermay Wealth Management held 2,573 shares of Vanguard Morningstar Small-Cap Growth ETF worth $869K as of Q3 2026.
  • Evermay Wealth Management sold 128 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $44.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Evermay Wealth Management's portfolio in Q3 2026, its #94 holding.
  • Evermay Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.04M in Q1 2022.
  • 1,156 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.