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

Fiducient 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 		$989K Buy
2,704
+35
+1% +$11.9K 0.14% 76
2026
Q1 		$807K Buy
2,669
+68
+3% +$21.4K 0.11% 80
2025
Q4 		$786K Buy
2,601
+286
+12% +$86.3K 0.1% 93
2025
Q3 		$690K Buy
2,315
+69
+3% +$19.9K 0.08% 90
2025
Q2 		$623K Hold
2,246
– – 0.08% 86
2025
Q1 		$566K Buy
2,246
+72
+3% +$20K 0.07% 90
2024
Q4 		$609K Sell
2,174
-550
-20% -$155K 0.08% 90
2024
Q3 		$728K Sell
2,724
-2,224
-45% -$570K 0.08% 80
2024
Q2 		$1.24M Buy
+4,948
New +$1.23M 0.17% 51

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

Fiducient Advisors's VBK Position: Q2 2026 in Review

Fiducient Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.3% in Q2 2026, buying an estimated $11.9K and bringing the position to 2,704 shares worth $989K. The position accounts for 0.14% of the portfolio, ranked #76.

Fiducient Advisors first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. The position peaked at $1.24M in Q2 2024. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Fiducient Advisors held 2,704 shares of Vanguard Morningstar Small-Cap Growth ETF worth $989K as of Q2 2026.
  • Fiducient Advisors bought 35 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Fiducient Advisors's portfolio in Q2 2026, its #76 holding.
  • Fiducient Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • Fiducient Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.24M in Q2 2024.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Fiducient Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.