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

Florida Financial 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 		$462K Buy
1,263
+252
+25% +$85.8K 0.08% 207
2026
Q1 		$306K Sell
1,011
-400
-28% -$126K 0.07% 246
2025
Q4 		$427K Sell
1,411
-112
-7% -$33.8K 0.12% 162
2025
Q3 		$454K Sell
1,523
-46
-3% -$13.3K 0.14% 158
2025
Q2 		$435K Buy
1,569
+260
+20% +$67K 0.14% 157
2025
Q1 		$330K Sell
1,309
-519
-28% -$144K 0.13% 161
2024
Q4 		$512K Buy
1,828
+374
+26% +$106K 0.23% 89
2024
Q3 		$389K Buy
1,454
+623
+75% +$160K 0.2% 98
2024
Q2 		$208K Sell
831
-42
-5% -$10.5K 0.12% 140
2024
Q1 		$228K Sell
873
-544
-38% -$134K 0.17% 108
2023
Q4 		$343K Buy
+1,417
New +$308K 0.32% 58

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

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

Florida Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 25% in Q2 2026, buying an estimated $85.8K and bringing the position to 1,263 shares worth $462K. The position accounts for 0.08% of the portfolio, ranked #207.

Florida Financial Advisors first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $512K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Florida Financial Advisors held 1,263 shares of Vanguard Morningstar Small-Cap Growth ETF worth $462K as of Q2 2026.
  • Florida Financial Advisors bought 252 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $85.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Florida Financial Advisors's portfolio in Q2 2026, its #207 holding.
  • Florida Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • Florida Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $512K in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.