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

Fifth Third 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 		$342K Sell
935
-599
-39% -$204K 0.01% 645
2026
Q1 		$464K Buy
1,534
+271
+21% +$85.2K 0.02% 449
2025
Q4 		$382K Buy
1,263
+156
+14% +$47.1K 0.01% 476
2025
Q3 		$329K Sell
1,107
-45
-4% -$13K 0.01% 520
2025
Q2 		$319K Buy
+1,152
New +$297K 0.01% 509

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

Fifth Third Wealth Advisors's VBK Position: Q2 2026 in Review

Fifth Third Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 39% in Q2 2026, selling an estimated $204K and leaving 935 shares worth $342K. The position accounts for 0.01% of the portfolio, ranked #645.

Fifth Third Wealth Advisors first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $464K in Q1 2026. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Fifth Third Wealth Advisors held 935 shares of Vanguard Morningstar Small-Cap Growth ETF worth $342K as of Q2 2026.
  • Fifth Third Wealth Advisors sold 599 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $204K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Fifth Third Wealth Advisors's portfolio in Q2 2026, its #645 holding.
  • Fifth Third Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Fifth Third Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $464K in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Fifth Third Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.