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Golden State Equity Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Golden State Equity 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 		$1.08M Sell
2,949
-6,684
-69% -$2.28M 2.91% 8
2026
Q1 		$2.91M Buy
9,633
+4,617
+92% +$1.45M 0.22% 102
2025
Q4 		$1.52M Sell
5,016
-312
-6% -$94.1K 0.24% 87
2025
Q3 		$1.59M Buy
5,328
+449
+9% +$130K 0.27% 79
2025
Q2 		$1.35M Buy
4,879
+2,229
+84% +$574K 0.25% 90
2025
Q1 		$667K Buy
2,650
+246
+10% +$68.2K 0.13% 189
2024
Q4 		$673K Buy
2,404
+2,383
+11,348% +$674K 0.13% 186
2024
Q3 		$5.61K Sell
21
-3,240
-99% -$830K ﹤0.01% 644
2024
Q2 		$816K Buy
+3,261
New +$814K 0.17% 139
2023
Q4 		$787K Buy
3,255
+654
+25% +$142K 0.19% 123
2023
Q3 		$557K Buy
2,601
+314
+14% +$71.4K 0.16% 153
2023
Q2 		$525K Buy
+2,287
New +$498K 0.15% 172
2022
Q1 		$416K Buy
1,676
+261
+18% +$64.3K 0.21% 119
2021
Q4 		$399K Buy
1,415
+329
+30% +$94.3K 0.2% 106
2021
Q3 		$304K Buy
1,086
+75
+7% +$21.5K 0.12% 166
2021
Q2 		$293K Buy
1,011
+263
+35% +$73.6K 0.11% 187
2021
Q1 		$205K Buy
+748
New +$211K 0.12% 160

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Golden State Equity Partners's VBK Position: Q2 2026 in Review

Golden State Equity Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 69% in Q2 2026, selling an estimated $2.28M and leaving 2,949 shares worth $1.08M. The position accounts for 2.91% of the portfolio, ranked #8.

Golden State Equity Partners first reported a position in VBK in Q1 2021 and has held it in 17 quarters since. The position peaked at $2.91M in Q1 2026. 740 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Golden State Equity Partners held 2,949 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.08M as of Q2 2026.
  • Golden State Equity Partners sold 6,684 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.28M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.91% of Golden State Equity Partners's portfolio in Q2 2026, its #8 holding.
  • Golden State Equity Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 17 quarters since.
  • Golden State Equity Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.91M in Q1 2026.
  • 740 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Golden State Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.