Financial Connections Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Financial Connections Group’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 Q1	$1.74M	Buy	5,740 +22	+0.4%	+$6.92K	0.6%	32
2025 Q4	$1.73M	Hold	5,718	–	–	0.59%	32
2025 Q3	$1.7M	Sell	5,718 -512	-8%	-$148K	0.66%	29
2025 Q2	$1.73M	Sell	6,230 -133	-2%	-$34.2K	0.71%	29
2025 Q1	$1.58M	Buy	6,363 +133	+2%	+$36.9K	0.71%	29
2024 Q4	$1.75M	Hold	6,230	–	–	0.84%	26
2024 Q3	$1.67M	Sell	6,230 -76	-1%	-$19.5K	0.82%	25
2024 Q2	$1.58M	Buy	+6,306	New	+$1.57M	0.82%	25
2024 Q1	–	Sell	-6,365	Closed	-$1.54M	–	259
2023 Q4	$1.54M	Buy	+6,365	New	+$1.38M	1%	22
2023 Q3	–	Sell	-6,632	Closed	-$1.52M	–	228
2023 Q2	$1.52M	Sell	6,632 -82	-1%	-$17.8K	1%	25
2023 Q1	$1.45M	Sell	6,714 -823	-11%	-$178K	1.03%	25
2022 Q4	$1.51M	Sell	7,537 -152	-2%	-$31.1K	1.19%	24
2022 Q3	$1.5M	Sell	7,689 -31	-0.4%	-$6.65K	1.27%	21
2022 Q2	$1.52M	Sell	7,720 -356	-4%	-$77.2K	1.34%	20
2022 Q1	$2M	Sell	8,076 -63	-0.8%	-$15.5K	2.02%	14
2021 Q4	$2.29M	Buy	+8,139	New	+$2.33M	2.26%	11

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Financial Connections Group's VBK Position: Q1 2026 in Review

Financial Connections Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.38% in Q1 2026, buying an estimated $6.92K and bringing the position to 5,740 shares worth $1.74M. The position accounts for 0.6% of the portfolio, ranked #32.

Financial Connections Group first reported a position in VBK in Q4 2021 and has held it in 16 quarters since. The position peaked at $2.29M in Q4 2021. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Financial Connections Group held 5,740 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.74M as of Q1 2026.
Financial Connections Group bought 22 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $6.92K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.6% of Financial Connections Group's portfolio in Q1 2026, its #32 holding.
Financial Connections Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
Financial Connections Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.29M in Q4 2021.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Financial Connections Group's 13F filing for Q1 2026, filed 1 May 2026.