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Good Life Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Good Life Advisors’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
2025
Q2 		$365K Sell
1,318
-4
-0.3% -$1.03K 0.02% 358
2025
Q1 		$333K Sell
1,322
-587
-31% -$163K 0.02% 363
2024
Q4 		$535K Hold
1,909
– – 0.04% 272
2024
Q3 		$510K Hold
1,909
– – 0.03% 336
2024
Q2 		$478K Buy
1,909
+71
+4% +$17.7K 0.04% 269
2024
Q1 		$479K Sell
1,838
-32
-2% -$7.86K 0.04% 256
2023
Q4 		$452K Sell
1,870
-116
-6% -$25.2K 0.04% 248
2023
Q3 		$425K Buy
1,986
+142
+8% +$32.3K 0.05% 234
2023
Q2 		$424K Sell
1,844
-13
-0.7% -$2.83K 0.05% 245
2023
Q1 		$402K Sell
1,857
-20
-1% -$4.32K 0.05% 243
2022
Q4 		$376K Sell
1,877
-13
-0.7% -$2.66K 0.05% 241
2022
Q3 		$369K Buy
1,890
+5
+0.3% +$1.07K 0.05% 224
2022
Q2 		$371K Sell
1,885
-49
-3% -$10.6K 0.05% 230
2022
Q1 		$480K Sell
1,934
-10
-0.5% -$2.46K 0.06% 208
2021
Q4 		$548K Sell
1,944
-159
-8% -$45.6K 0.07% 196
2021
Q3 		$589K Buy
+2,103
New +$602K 0.08% 177

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Good Life Advisors's VBK Position: Q2 2025 in Review

Good Life Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.3% in Q2 2025, selling an estimated $1.03K and leaving 1,318 shares worth $365K. The position accounts for 0.02% of the portfolio, ranked #358.

Good Life Advisors first reported a position in VBK in Q3 2021 and has held it in 16 quarters since. The position peaked at $589K in Q3 2021. 1,099 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Good Life Advisors held 1,318 shares of Vanguard Morningstar Small-Cap Growth ETF worth $365K as of Q2 2025.
  • Good Life Advisors sold 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $1.03K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Good Life Advisors's portfolio in Q2 2025, its #358 holding.
  • Good Life Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 16 quarters since.
  • Good Life Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $589K in Q3 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Good Life Advisors's 13F filing for Q2 2025, filed 8 Aug 2025.