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

Financial Engines 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 		$4.98M Sell
13,616
-847
-6% -$289K 0.01% 146
2026
Q1 		$4.37M Sell
14,463
-504
-3% -$158K 0.01% 154
2025
Q4 		$4.52M Sell
14,967
-429
-3% -$129K 0.01% 156
2025
Q3 		$4.58M Buy
15,396
+135
+0.9% +$39K 0.01% 158
2025
Q2 		$4.23M Buy
15,261
+3,808
+33% +$981K 0.01% 158
2025
Q1 		$2.88M Sell
11,453
-378
-3% -$105K 0.01% 166
2024
Q4 		$3.31M Buy
11,831
+483
+4% +$137K 0.01% 167
2024
Q3 		$3.03M Buy
11,348
+221
+2% +$56.6K 0.01% 152
2024
Q2 		$2.79M Buy
11,127
+527
+5% +$131K 0.01% 153
2024
Q1 		$2.76M Sell
10,600
-1,425
-12% -$350K 0.01% 147
2023
Q4 		$2.91M Buy
12,025
+2,925
+32% +$635K 0.01% 126
2023
Q3 		$1.95M Sell
9,100
-692
-7% -$157K 0.01% 127
2023
Q2 		$2.25M Buy
9,792
+221
+2% +$48.1K 0.01% 129
2023
Q1 		$2.07M Sell
9,571
-7,997
-46% -$1.73M 0.01% 133
2022
Q4 		$3.52M Buy
17,568
+5,795
+49% +$1.19M 0.01% 102
2022
Q3 		$2.3M Buy
11,773
+954
+9% +$205K 0.01% 114
2022
Q2 		$2.13M Buy
10,819
+3,958
+58% +$858K 0.01% 118
2022
Q1 		$1.7M Buy
6,861
+434
+7% +$107K ﹤0.01% 127
2021
Q4 		$1.81M Buy
6,427
+1,043
+19% +$299K ﹤0.01% 93
2021
Q3 		$1.51M Sell
5,384
-179
-3% -$51.2K ﹤0.01% 93
2021
Q2 		$1.61M Buy
5,563
+266
+5% +$74.4K ﹤0.01% 78
2021
Q1 		$1.46M Sell
5,297
-79
-1% -$22.3K ﹤0.01% 99
2020
Q4 		$1.44M Sell
5,376
-92
-2% -$22.2K ﹤0.01% 97
2020
Q3 		$1.18M Sell
5,468
-455
-8% -$96.1K ﹤0.01% 99
2020
Q2 		$1.18M Sell
5,923
-990
-14% -$179K 0.01% 96
2020
Q1 		$1.04M Buy
+6,913
New +$1.28M 0.01% 98

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

Financial Engines Advisors's VBK Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.9% in Q2 2026, selling an estimated $289K and leaving 13,616 shares worth $4.98M. The position accounts for 0.01% of the portfolio, ranked #146.

Financial Engines Advisors first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Engines Advisors held 13,616 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.98M as of Q2 2026.
  • Financial Engines Advisors sold 847 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $289K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #146 holding.
  • Financial Engines Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.