FSA Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

FSA Wealth 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
2025 Q3	$70.2K	Buy	+236	New	+$68.1K	0.03%	128

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

FSA Wealth Management's VBK Position: Q3 2025 in Review

FSA Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025: 236 shares worth $70.2K. The stake represents 0.03% of the portfolio and ranks #128 among its holdings.

1,112 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

FSA Wealth Management held 236 shares of Vanguard Morningstar Small-Cap Growth ETF worth $70.2K as of Q3 2025.
Vanguard Morningstar Small-Cap Growth ETF was a new FSA Wealth Management position in Q3 2025.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of FSA Wealth Management's portfolio in Q3 2025, its #128 holding.
1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on FSA Wealth Management's 13F filing for Q3 2025, filed 17 Nov 2025.