Forum Financial Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forum Financial 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	$206K	Buy	+563	New	+$192K	﹤0.01%	329

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

Forum Financial Management's VBK Position: Q2 2026 in Review

Forum Financial Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 563 shares worth $206K. The stake represents ﹤0.01% of the portfolio and ranks #329 among its holdings.

1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Forum Financial Management held 563 shares of Vanguard Morningstar Small-Cap Growth ETF worth $206K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Forum Financial Management position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #329 holding.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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