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IAG Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IAG Wealth Partners’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 		$90.3K Hold
247
– – 0.01% 174
2026
Q1 		$74.7K Hold
247
– – 0.01% 183
2025
Q4 		$74.6K Buy
247
+86
+53% +$25.9K 0.01% 181
2025
Q3 		$47.9K Hold
161
– – 0.01% 216
2025
Q2 		$44.6K Hold
161
– – 0.01% 207
2025
Q1 		$40.5K Hold
161
– – 0.01% 214
2024
Q4 		$45.1K Hold
161
– – 0.01% 199
2024
Q3 		$43K Hold
161
– – 0.01% 201
2024
Q2 		$40.3K Hold
161
– – 0.01% 197
2024
Q1 		$42K Hold
161
– – 0.01% 181
2023
Q4 		$38.9K Hold
161
– – 0.01% 177
2023
Q3 		$34.5K Hold
161
– – 0.01% 173
2023
Q2 		$37K Buy
161
+81
+101% +$17.6K 0.01% 181
2023
Q1 		$17.3K Hold
80
– – ﹤0.01% 238
2022
Q4 		$16K Hold
80
– – ﹤0.01% 237
2022
Q3 		$16K Hold
80
– – 0.01% 228
2022
Q2 		$16K Hold
80
– – 0.01% 228
2022
Q1 		$20K Hold
80
– – 0.01% 225
2021
Q4 		$23K Hold
80
– – 0.01% 210
2021
Q3 		$23K Hold
80
– – 0.01% 192
2021
Q2 		$24K Buy
+80
New +$22.4K 0.01% 180

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

IAG Wealth Partners's VBK Position: Q2 2026 in Review

IAG Wealth Partners held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 247 shares worth $90.3K. The position accounts for 0.01% of the portfolio, ranked #174.

IAG Wealth Partners first reported a position in VBK in Q2 2021 and has held it in 21 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • IAG Wealth Partners held 247 shares of Vanguard Morningstar Small-Cap Growth ETF worth $90.3K as of Q2 2026.
  • IAG Wealth Partners left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of IAG Wealth Partners's portfolio in Q2 2026, its #174 holding.
  • IAG Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IAG Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.