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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
Q2 		$1.11M Sell
3,024
-389,050
-99% -$133M 0.31% 69
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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gen-Wealth Partners's VBK Position: Q2 2026 in Review

Gen-Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 99% in Q2 2026, selling an estimated $133M and leaving 3,024 shares worth $1.11M. The position accounts for 0.31% of the portfolio, ranked #69.

Gen-Wealth Partners first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.45M in Q4 2025. 898 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gen-Wealth Partners held 3,024 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.11M as of Q2 2026.
  • Gen-Wealth Partners sold 389,050 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $133M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.31% of Gen-Wealth Partners's portfolio in Q2 2026, its #69 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • Gen-Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.45M in Q4 2025.
  • 898 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.