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Family Legacy Financial Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Family Legacy Financial Solutions’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
2025
Q4 		– Sell
-55
Closed -$16.4K – 221
2025
Q3 		$16.4K Buy
+55
New +$15.9K 0.01% 140

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Corient Private Wealth
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SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
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Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Family Legacy Financial Solutions's VBK Position: Q4 2025 in Review

Family Legacy Financial Solutions sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 55 shares — an estimated $16.4K sold.

Family Legacy Financial Solutions first reported a position in VBK in Q3 2025 and held it in 1 quarter. The position peaked at $16.4K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Family Legacy Financial Solutions reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Family Legacy Financial Solutions sold 55 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $16.4K.
  • Family Legacy Financial Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
  • Family Legacy Financial Solutions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $16.4K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Family Legacy Financial Solutions's 13F filing for Q4 2025, filed 20 Jan 2026.