Golden State Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Golden State Wealth Management’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	$302K	Sell	826 -1	-0.1%	-$341	0.03%	354
2026 Q1	$250K	Sell	827 -86	-9%	-$27K	0.03%	356
2025 Q4	$276K	Sell	913 -191	-17%	-$57.6K	0.03%	340
2025 Q3	$329K	Hold	1,104	–	–	0.04%	302
2025 Q2	$306K	Sell	1,104 -49	-4%	-$12.6K	0.04%	297
2025 Q1	$290K	Buy	1,153 +216	+23%	+$59.9K	0.04%	294
2024 Q4	$263K	Buy	+937	New	+$265K	0.04%	283
2020 Q2	–	Sell	-472	Closed	-$71K	–	871
2020 Q1	$71K	Buy	+472	New	+$87.6K	0.03%	302
2019 Q4	–	Sell	-433	Closed	-$79K	–	898
2019 Q3	$79K	Hold	433	–	–	0.03%	349
2019 Q2	$80K	Sell	433 -68	-14%	-$12.4K	0.03%	367
2019 Q1	$90K	Buy	+501	New	+$86K	0.03%	338

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

Golden State Wealth Management's VBK Position: Q2 2026 in Review

Golden State Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.12% in Q2 2026, selling an estimated $341 and leaving 826 shares worth $302K. The position accounts for 0.03% of the portfolio, ranked #354.

Golden State Wealth Management first reported a position in VBK in Q1 2019 and has held it in 11 quarters since. The position peaked at $329K in Q3 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Golden State Wealth Management held 826 shares of Vanguard Morningstar Small-Cap Growth ETF worth $302K as of Q2 2026.
Golden State Wealth Management sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Golden State Wealth Management's portfolio in Q2 2026, its #354 holding.
Golden State Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 11 quarters since.
Golden State Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $329K in Q3 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.