Global Wealth Strategies & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Global Wealth Strategies & Associates’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	–	Sell	-97	Closed	-$29.3K	–	451
2026 Q1	$29.3K	Hold	97	–	–	0.01%	223
2025 Q4	$29.3K	Hold	97	–	–	0.01%	207
2025 Q3	$28.9K	Hold	97	–	–	0.01%	197
2025 Q2	$26.9K	Hold	97	–	–	0.01%	151
2025 Q1	$24.4K	Hold	97	–	–	0.01%	162
2024 Q4	$27.2K	Hold	97	–	–	0.01%	144
2024 Q3	$25.9K	Sell	97 -13	-12%	-$3.33K	0.01%	130
2024 Q2	$27.5K	Sell	110 -16	-13%	-$3.99K	0.01%	112
2024 Q1	$32.9K	Buy	126 +29	+30%	+$7.12K	0.01%	108
2023 Q4	$23.5K	Hold	97	–	–	0.01%	114
2023 Q3	$20.8K	Sell	97 -46	-32%	-$10.5K	0.01%	114
2023 Q2	$32.9K	Buy	143 +97	+211%	+$21.1K	0.02%	94
2023 Q1	$9.96K	Hold	46	–	–	0.01%	158
2022 Q4	$9.22K	Buy	+46	New	+$9.41K	0.01%	155

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

Global Wealth Strategies & Associates's VBK Position: Q2 2026 in Review

Global Wealth Strategies & Associates sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 97 shares — an estimated $29.3K sold.

Global Wealth Strategies & Associates first reported a position in VBK in Q4 2022 and held it in 14 quarters. The position peaked at $32.9K in Q2 2023. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Global Wealth Strategies & Associates reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Global Wealth Strategies & Associates sold 97 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $29.3K.
Global Wealth Strategies & Associates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 14 quarters.
Global Wealth Strategies & Associates's Vanguard Morningstar Small-Cap Growth ETF position peaked at $32.9K in Q2 2023.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Global Wealth Strategies & Associates's 13F filing for Q2 2026, filed 1 Jul 2026.