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

Founders Grove 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	$1.68M	Sell	4,590 -162	-3%	-$55.2K	0.34%	63
2026 Q1	$1.44M	Buy	4,752 +39	+0.8%	+$12.3K	0.33%	65
2025 Q4	$1.42M	Buy	4,713 +35	+0.7%	+$10.6K	0.32%	62
2025 Q3	$1.39M	Sell	4,678 -171	-4%	-$49.4K	0.33%	58
2025 Q2	$1.34M	Buy	4,849 +488	+11%	+$126K	0.34%	57
2025 Q1	$1.1M	Buy	4,361 +323	+8%	+$89.5K	0.31%	66
2024 Q4	$1.13M	Buy	+4,038	New	+$1.14M	0.33%	64

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

Founders Grove Wealth Partners's VBK Position: Q2 2026 in Review

Founders Grove Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.4% in Q2 2026, selling an estimated $55.2K and leaving 4,590 shares worth $1.68M. The position accounts for 0.34% of the portfolio, ranked #63.

Founders Grove Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Founders Grove Wealth Partners held 4,590 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.68M as of Q2 2026.
Founders Grove Wealth Partners sold 162 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $55.2K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.34% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #63 holding.
Founders Grove Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.