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

Gen-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 Q1	$1.35M	Sell	392,074 -351	-0.1%	-$110K	0.42%	58
2025 Q4	$1.45M	Buy	392,425 +388,955	+11,209%	+$117M	0.47%	53
2025 Q3	$1.03M	Buy	3,470 +2,204	+174%	+$636K	0.35%	66
2025 Q2	$351K	Sell	1,266 -19	-1%	-$4.89K	0.14%	163
2025 Q1	$323K	Buy	1,285 +7	+0.5%	+$1.94K	0.14%	162
2024 Q4	$358K	Hold	1,278	–	–	0.15%	147
2024 Q3	$346K	Buy	1,278 +13	+1%	+$3.33K	0.15%	156
2024 Q2	$316K	Sell	1,265 -136	-10%	-$33.9K	0.15%	158
2024 Q1	$365K	Buy	+1,401	New	+$344K	0.18%	129

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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.