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

HB 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 		$10.9M Buy
29,924
+1,036
+4% +$353K 0.06% 157
2026
Q1 		$8.73M Buy
28,888
+588
+2% +$185K 0.06% 175
2025
Q4 		$8.55M Sell
28,300
-306
-1% -$92.3K 0.06% 174
2025
Q3 		$8.51M Sell
28,606
-287
-1% -$82.9K 0.06% 177
2025
Q2 		$8M Sell
28,893
-1,098
-4% -$283K 0.06% 165
2025
Q1 		$7.55M Buy
29,991
+436
+1% +$121K 0.06% 169
2024
Q4 		$8.28M Buy
29,555
+1,513
+5% +$428K 0.08% 116
2024
Q3 		$7.5M Buy
28,042
+2,153
+8% +$552K 0.08% 120
2024
Q2 		$6.48M Buy
25,889
+2,759
+12% +$688K 0.08% 126
2024
Q1 		$6.03M Buy
23,130
+162
+0.7% +$39.8K 0.08% 131
2023
Q4 		$5.55M Sell
22,968
-98
-0.4% -$21.3K 0.08% 127
2023
Q3 		$4.94M Buy
23,066
+3,005
+15% +$683K 0.08% 127
2023
Q2 		$4.61M Sell
20,061
-110
-0.5% -$23.9K 0.07% 132
2023
Q1 		$4.37M Buy
20,171
+2,657
+15% +$574K 0.08% 132
2022
Q4 		$3.51M Sell
17,514
-1,828
-9% -$374K 0.06% 142
2022
Q3 		$3.77M Buy
19,342
+4,478
+30% +$961K 0.08% 118
2022
Q2 		$2.93M Buy
14,864
+3,109
+26% +$674K 0.06% 145
2022
Q1 		$2.92M Buy
11,755
+3,724
+46% +$917K 0.05% 144
2021
Q4 		$2.26M Buy
+8,031
New +$2.3M 0.05% 149

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

HB Wealth Management's VBK Position: Q2 2026 in Review

HB Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.6% in Q2 2026, buying an estimated $353K and bringing the position to 29,924 shares worth $10.9M. The position accounts for 0.06% of the portfolio, ranked #157.

HB Wealth Management first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • HB Wealth Management held 29,924 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10.9M as of Q2 2026.
  • HB Wealth Management bought 1,036 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $353K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of HB Wealth Management's portfolio in Q2 2026, its #157 holding.
  • HB Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on HB Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.