Grey Fox Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Grey Fox Wealth 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 Q4	–	Sell	-4	Closed	-$1.2K	–	577
2025 Q3	$1.2K	Buy	+4	New	+$1.16K	﹤0.01%	571
2023 Q2	–	Sell	-497	Closed	-$108K	–	488
2023 Q1	$108K	Buy	497 +496	+49,600%	+$107K	0.06%	135
2022 Q4	$201	Buy	+1	New	+$205	﹤0.01%	383

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Grey Fox Wealth Advisors's VBK Position: Q4 2025 in Review

Grey Fox Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 4 shares — an estimated $1.2K sold.

Grey Fox Wealth Advisors first reported a position in VBK in Q4 2022 and held it in 3 quarters. The position peaked at $108K in Q1 2023. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Grey Fox Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Grey Fox Wealth Advisors sold 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $1.2K.
Grey Fox Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 3 quarters.
Grey Fox Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $108K in Q1 2023.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Grey Fox Wealth Advisors's 13F filing for Q4 2025, filed 12 Feb 2026.