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Forbes Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forbes Financial Planning’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 		$10.9M Sell
29,829
-86
-0.3% -$29.3K 5.85% 9
2026
Q1 		$9.04M Buy
29,915
+1,876
+7% +$590K 5.22% 9
2025
Q4 		$8.47M Buy
+28,039
New +$8.46M 4.95% 9
2022
Q2 		– Sell
-11,630
Closed -$2.85M – 33
2022
Q1 		$2.85M Buy
11,630
+498
+4% +$123K 3.55% 13
2021
Q4 		$3.14M Buy
+11,132
New +$3.19M 3.09% 16

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Forbes Financial Planning's VBK Position: Q2 2026 in Review

Forbes Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.29% in Q2 2026, selling an estimated $29.3K and leaving 29,829 shares worth $10.9M. The position accounts for 5.85% of the portfolio, ranked #9.

Forbes Financial Planning first reported a position in VBK in Q4 2021 and has held it in 5 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Forbes Financial Planning held 29,829 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10.9M as of Q2 2026.
  • Forbes Financial Planning sold 86 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $29.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 5.85% of Forbes Financial Planning's portfolio in Q2 2026, its #9 holding.
  • Forbes Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 5 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Forbes Financial Planning's 13F filing for Q2 2026, filed 23 Jul 2026.