Howe & Rusling’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Howe & Rusling’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	-59	Closed	-$17.6K	–	506
2025 Q3	$17.6K	Buy	+59	New	+$17K	﹤0.01%	400
2022 Q4	–	Sell	-493	Closed	-$96K	–	1015
2022 Q3	$96K	Hold	493	–	–	0.01%	261
2022 Q2	$97K	Hold	493	–	–	0.01%	257
2022 Q1	$122K	Buy	+493	New	+$121K	0.01%	241
2019 Q1	–	Sell	-54	Closed	-$8K	–	888
2018 Q4	$8K	Buy	+54	New	+$8.91K	﹤0.01%	476

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Howe & Rusling's VBK Position: Q4 2025 in Review

Howe & Rusling sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 59 shares — an estimated $17.6K sold.

Howe & Rusling first reported a position in VBK in Q4 2018 and held it in 5 quarters. The position peaked at $122K in Q1 2022. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Howe & Rusling reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Howe & Rusling sold 59 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $17.6K.
Howe & Rusling first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and held it in 5 quarters.
Howe & Rusling's Vanguard Morningstar Small-Cap Growth ETF position peaked at $122K in Q1 2022.
1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Howe & Rusling's 13F filing for Q4 2025, filed 17 Feb 2026.