Game Plan Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Game Plan Financial 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	$9.14K	Hold	25	–	–	﹤0.01%	240
2026 Q1	$7.56K	Hold	25	–	–	﹤0.01%	221
2025 Q4	$7.55K	Buy	25 +1	+4%	+$302	﹤0.01%	220
2025 Q3	$6.03K	Sell	24 -1	-4%	-$289	﹤0.01%	237
2025 Q2	$6.92K	Hold	25	–	–	﹤0.01%	235
2025 Q1	$6.29K	Buy	25 +1	+4%	+$277	﹤0.01%	242
2024 Q4	$5.66K	Sell	24 -1	-4%	-$283	﹤0.01%	257
2024 Q3	$6.68K	Hold	25	–	–	﹤0.01%	254
2024 Q2	$6.25K	Sell	25 -23	-48%	-$5.74K	﹤0.01%	256
2024 Q1	$11.8K	Buy	48 +23	+92%	+$5.65K	0.01%	252
2023 Q4	$6.04K	Buy	+25	New	+$5.43K	﹤0.01%	279

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

Game Plan Financial Advisors's VBK Position: Q2 2026 in Review

Game Plan Financial Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 25 shares worth $9.14K. The position accounts for ﹤0.01% of the portfolio, ranked #240.

Game Plan Financial Advisors first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $11.8K in Q1 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Game Plan Financial Advisors held 25 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.14K as of Q2 2026.
Game Plan Financial Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Game Plan Financial Advisors's portfolio in Q2 2026, its #240 holding.
Game Plan Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Game Plan Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $11.8K in Q1 2024.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Game Plan Financial Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.