Forefront Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forefront Wealth Partners’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	$263K	Buy	+718	New	+$245K	0.08%	155
2025 Q3	–	Sell	-1,276	Closed	-$357K	–	206
2025 Q2	$357K	Buy	1,276 +7	+0.6%	+$1.8K	0.25%	73
2025 Q1	$319K	Sell	1,269 -7	-0.5%	-$1.94K	0.22%	91
2024 Q4	$357K	Buy	+1,276	New	+$361K	0.27%	70

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

Forefront Wealth Partners's VBK Position: Q2 2026 in Review

Forefront Wealth Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 718 shares worth $263K. The stake represents 0.08% of the portfolio and ranks #155 among its holdings. This is a return to the name: Forefront Wealth Partners previously reported a position in VBK as recently as Q2 2025.

Forefront Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 4 quarters since. The position peaked at $357K in Q2 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Forefront Wealth Partners held 718 shares of Vanguard Morningstar Small-Cap Growth ETF worth $263K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Forefront Wealth Partners position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Forefront Wealth Partners's portfolio in Q2 2026, its #155 holding.
Forefront Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
Forefront Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $357K in Q2 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Forefront Wealth Partners's 13F filing for Q2 2026, filed 20 Aug 2026.