Five Pine Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Five Pine Wealth Management’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	$233K	Sell	638 -84	-12%	-$28.6K	0.13%	44
2026 Q1	$218K	Sell	722 -2	-0.3%	-$629	0.14%	46
2025 Q4	$219K	Sell	724 -2	-0.3%	-$603	0.14%	40
2025 Q3	$216K	Sell	726 -16	-2%	-$4.62K	0.15%	40
2025 Q2	$205K	Buy	+742	New	+$191K	0.15%	40
2025 Q1	–	Sell	-771	Closed	-$216K	–	39
2024 Q4	$216K	Buy	+771	New	+$218K	0.18%	37

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Five Pine Wealth Management's VBK Position: Q2 2026 in Review

Five Pine Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 12% in Q2 2026, selling an estimated $28.6K and leaving 638 shares worth $233K. The position accounts for 0.13% of the portfolio, ranked #44.

Five Pine Wealth Management first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Five Pine Wealth Management held 638 shares of Vanguard Morningstar Small-Cap Growth ETF worth $233K as of Q2 2026.
Five Pine Wealth Management sold 84 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $28.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Five Pine Wealth Management's portfolio in Q2 2026, its #44 holding.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Five Pine Wealth Management's 13F filing for Q2 2026, filed 13 Aug 2026.