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Financial Gravity Companies’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Financial Gravity Companies’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 		$38.8K Buy
+106
New +$36.1K 0.01% 348
2025
Q2 		$29.4K Buy
+106
New +$27.3K 0.01% 382
2024
Q4 		$50.4K Sell
180
-26
-13% -$7.35K 0.01% 281
2024
Q3 		$55.1K Buy
+206
New +$52.8K 0.01% 174
2018
Q4 		$19K Buy
+109
New +$18K 0.02% 488
2018
Q1 		– Sell
-217
Closed -$36K – 1659
2017
Q4 		$36K Buy
+217
New +$34.1K 0.04% 385

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 Gravity Companies's VBK Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 106 shares worth $38.8K. The stake represents 0.01% of the portfolio and ranks #348 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VBK as recently as Q2 2025.

Financial Gravity Companies first reported a position in VBK in Q4 2017 and has held it in 6 quarters since. The position peaked at $55.1K in Q3 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Gravity Companies held 106 shares of Vanguard Morningstar Small-Cap Growth ETF worth $38.8K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #348 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Morningstar Small-Cap Growth ETF position peaked at $55.1K in Q3 2024.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.