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Greykasell Wealth Strategies’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Greykasell Wealth Strategies’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
Q1 		$17.6K Hold
58
– – 0.01% 344
2025
Q4 		$17.6K Buy
+58
New +$17.5K 0.01% 325

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Greykasell Wealth Strategies's VBK Position: Q1 2026 in Review

Greykasell Wealth Strategies held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 58 shares worth $17.6K. The position accounts for 0.01% of the portfolio, ranked #344.

Greykasell Wealth Strategies first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Greykasell Wealth Strategies held 58 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17.6K as of Q1 2026.
  • Greykasell Wealth Strategies left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #344 holding.
  • Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.