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Hughes Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hughes Financial Services’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 		– Sell
-3
Closed -$759 – 1234
2025
Q1 		$759 Buy
+3
New +$831 ﹤0.01% 752

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LPL Financial
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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 $72.2B AUM 27.85% 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

Hughes Financial Services's VBK Position: Q2 2025 in Review

Hughes Financial Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 3 shares — an estimated $759 sold.

Hughes Financial Services first reported a position in VBK in Q1 2025 and held it in 1 quarter. The position peaked at $759 in Q1 2025. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Hughes Financial Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Hughes Financial Services sold 3 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $759.
  • Hughes Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and held it in 1 quarter.
  • Hughes Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $759 in Q1 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Hughes Financial Services's 13F filing for Q2 2025, filed 7 Aug 2025.