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EverSource Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

EverSource Wealth Advisors’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 		$157K Sell
430
-332
-44% -$113K 0.01% 1140
2026
Q1 		$230K Sell
762
-211
-22% -$66.3K 0.01% 973
2025
Q4 		$294K Buy
973
+925
+1,927% +$279K 0.01% 767
2025
Q3 		$14.2K Buy
48
+18
+60% +$5.2K ﹤0.01% 2605
2025
Q2 		$8.32K Sell
30
-168
-85% -$43.3K ﹤0.01% 2929
2025
Q1 		$49.9K Sell
198
-7
-3% -$1.94K ﹤0.01% 1244
2024
Q4 		$57.4K Buy
205
+1
+0.5% +$283 ﹤0.01% 1129
2024
Q3 		$54.6K Sell
204
-1
-0.5% -$256 ﹤0.01% 1030
2024
Q2 		$53.6K Buy
205
+173
+541% +$43.2K ﹤0.01% 1053
2024
Q1 		$7.74K Sell
32
-8
-20% -$1.97K ﹤0.01% 1827
2023
Q4 		$9.68K Sell
40
-48
-55% -$10.4K ﹤0.01% 1568
2023
Q3 		$18.9K Sell
88
-30
-25% -$6.82K ﹤0.01% 1148
2023
Q2 		$27.1K Buy
118
+41
+53% +$8.92K ﹤0.01% 1037
2023
Q1 		$16.7K Buy
77
+43
+126% +$9.29K ﹤0.01% 1149
2022
Q4 		$6.82K Hold
34
– – ﹤0.01% 1481
2022
Q3 		$7K Sell
34
-35
-51% -$7.51K ﹤0.01% 1263
2022
Q2 		$14K Sell
69
-41
-37% -$8.89K ﹤0.01% 945
2022
Q1 		$27K Sell
110
-90
-45% -$22.2K 0.01% 607
2021
Q4 		$56K Buy
+200
New +$57.4K 0.02% 410

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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

EverSource Wealth Advisors's VBK Position: Q2 2026 in Review

EverSource Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 44% in Q2 2026, selling an estimated $113K and leaving 430 shares worth $157K. The position accounts for 0.01% of the portfolio, ranked #1140.

EverSource Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $294K in Q4 2025. 727 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • EverSource Wealth Advisors held 430 shares of Vanguard Morningstar Small-Cap Growth ETF worth $157K as of Q2 2026.
  • EverSource Wealth Advisors sold 332 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $113K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q2 2026, its #1140 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $294K in Q4 2025.
  • 727 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.