Forvis Mazars Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forvis Mazars Wealth 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	$213K	Buy	+582	New	+$198K	﹤0.01%	420
2026 Q1	–	Sell	-668	Closed	-$202K	–	415
2025 Q4	$202K	Buy	+668	New	+$202K	﹤0.01%	401
2020 Q2	–	Sell	-1,688	Closed	-$254K	–	317
2020 Q1	$254K	Hold	1,688	–	–	0.02%	245
2019 Q4	$335K	Hold	1,688	–	–	0.02%	230
2019 Q3	$307K	Buy	+1,688	New	+$314K	0.02%	220

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

Forvis Mazars Wealth Advisors's VBK Position: Q2 2026 in Review

Forvis Mazars Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 582 shares worth $213K. The stake represents ﹤0.01% of the portfolio and ranks #420 among its holdings. This is a return to the name: Forvis Mazars Wealth Advisors previously reported a position in VBK as recently as Q4 2025.

Forvis Mazars Wealth Advisors first reported a position in VBK in Q3 2019 and has held it in 5 quarters since. The position peaked at $335K in Q4 2019. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Forvis Mazars Wealth Advisors held 582 shares of Vanguard Morningstar Small-Cap Growth ETF worth $213K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Forvis Mazars Wealth Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Forvis Mazars Wealth Advisors's portfolio in Q2 2026, its #420 holding.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2019 and has held it in 5 quarters since.
Forvis Mazars Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $335K in Q4 2019.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.