Gen-Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
Other funds holding VBK
EWA
Gen-Wealth Partners's VBK Position: Q1 2026 in Review
Gen-Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.09% in Q1 2026, selling an estimated $110K and leaving 392,074 shares worth $1.35M. The position accounts for 0.42% of the portfolio, ranked #58.
Gen-Wealth Partners first reported a position in VBK in Q1 2024 and has held it in 9 quarters since. The position peaked at $1.45M in Q4 2025. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- Gen-Wealth Partners held 392,074 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.35M as of Q1 2026.
- Gen-Wealth Partners sold 351 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $110K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.42% of Gen-Wealth Partners's portfolio in Q1 2026, its #58 holding.
- Gen-Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
- Gen-Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.45M in Q4 2025.
- 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.
Based on Gen-Wealth Partners's 13F filing for Q1 2026, filed 8 May 2026.