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

IHT 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 		$1.84M Sell
5,023
-832
-14% -$283K 0.04% 422
2026
Q1 		$1.77M Sell
5,855
-1,045
-15% -$328K 0.04% 407
2025
Q4 		$2.08M Sell
6,900
-46
-0.7% -$13.9K 0.05% 331
2025
Q3 		$2.07M Sell
6,946
-564
-8% -$163K 0.05% 327
2025
Q2 		$2.08M Sell
7,510
-1,088
-13% -$280K 0.06% 309
2025
Q1 		$2.16M Buy
8,598
+2,783
+48% +$771K 0.07% 275
2024
Q4 		$1.63M Buy
5,815
+30
+0.5% +$8.48K 0.05% 317
2024
Q3 		$1.55M Buy
5,785
+212
+4% +$54.3K 0.04% 383
2024
Q2 		$1.39M Sell
5,573
-922
-14% -$230K 0.05% 345
2024
Q1 		$1.69M Buy
6,495
+195
+3% +$47.9K 0.07% 296
2023
Q4 		$1.52M Sell
6,300
-345
-5% -$74.9K 0.07% 282
2023
Q3 		$1.42M Buy
6,645
+383
+6% +$87K 0.07% 263
2023
Q2 		$1.44M Sell
6,262
-7,371
-54% -$1.6M 0.07% 253
2023
Q1 		$2.95M Sell
13,633
-108
-0.8% -$23.3K 0.17% 121
2022
Q4 		$2.76M Buy
13,741
+50
+0.4% +$10.2K 0.17% 131
2022
Q3 		$2.67M Buy
13,691
+1,098
+9% +$236K 0.2% 107
2022
Q2 		$2.48M Buy
12,593
+6,906
+121% +$1.5M 0.22% 100
2022
Q1 		$1.41M Buy
5,687
+619
+12% +$152K 0.11% 192
2021
Q4 		$1.43M Sell
5,068
-55
-1% -$15.8K 0.11% 195
2021
Q3 		$1.44M Sell
5,123
-418
-8% -$120K 0.12% 172
2021
Q2 		$1.61M Sell
5,541
-175
-3% -$49K 0.1% 203
2021
Q1 		$1.57M Buy
5,716
+216
+4% +$60.9K 0.11% 185
2020
Q4 		$1.47M Buy
5,500
+194
+4% +$46.9K 0.12% 172
2020
Q3 		$1.14M Sell
5,306
-84
-2% -$17.7K 0.11% 186
2020
Q2 		$1.08M Buy
5,390
+11
+0.2% +$1.99K 0.15% 150
2020
Q1 		$808K Sell
5,379
-840
-14% -$156K 0.12% 192
2019
Q4 		$1.24M Buy
6,219
+788
+15% +$150K 0.15% 158
2019
Q3 		$989K Buy
5,431
+553
+11% +$103K 0.13% 174
2019
Q2 		$908K Buy
4,878
+876
+22% +$159K 0.13% 179
2019
Q1 		$719K Buy
4,002
+508
+15% +$87.2K 0.12% 199
2018
Q4 		$526K Buy
3,494
+862
+33% +$142K 0.1% 232
2018
Q3 		$493K Sell
2,632
-7
-0.3% -$1.29K 0.11% 232
2018
Q2 		$464K Sell
2,639
-127
-5% -$21.8K 0.12% 214
2018
Q1 		$442K Buy
2,766
+1,984
+254% +$327K 0.12% 202
2017
Q4 		$128K Buy
782
+270
+53% +$42.4K 0.03% 435
2017
Q3 		$79K Buy
512
+1
+0.2% +$147 0.03% 401
2017
Q2 		$23K Sell
511
-16
-3% -$2.29K 0.01% 746
2017
Q1 		$73K Sell
527
-156
-23% -$21.6K 0.05% 339
2016
Q4 		$91K Buy
+683
New +$89.3K 0.07% 285

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

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

IHT Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 14% in Q2 2026, selling an estimated $283K and leaving 5,023 shares worth $1.84M. The position accounts for 0.04% of the portfolio, ranked #422.

IHT Wealth Management first reported a position in VBK in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.95M in Q1 2023. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • IHT Wealth Management held 5,023 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.84M as of Q2 2026.
  • IHT Wealth Management sold 832 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $283K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of IHT Wealth Management's portfolio in Q2 2026, its #422 holding.
  • IHT Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
  • IHT Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.95M in Q1 2023.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IHT Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.