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 Q3	–	Sell	-638	Closed	-$233K	–	54
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Five Pine Wealth Management's VBK Position: Q3 2026 in Review

Five Pine Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026, closing a stake of 638 shares — an estimated $233K sold.

Five Pine Wealth Management first reported a position in VBK in Q4 2024 and held it in 6 quarters. The position peaked at $233K in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Five Pine Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Five Pine Wealth Management sold 638 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $233K.
Five Pine Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
Five Pine Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $233K in Q2 2026.
416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Five Pine Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.