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

IMG 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 		$34.7K Hold
95
– – 0.02% 205
2026
Q1 		$28.7K Hold
95
– – 0.02% 206
2025
Q4 		$28.7K Hold
95
– – 0.02% 204
2025
Q3 		$28.3K Sell
95
-304
-76% -$87.8K 0.02% 181
2025
Q2 		$110K Hold
399
– – 0.09% 113
2025
Q1 		$100K Hold
399
– – 0.09% 109
2024
Q4 		$112K Buy
+399
New +$113K 0.1% 95

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

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

IMG Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 95 shares worth $34.7K. The position accounts for 0.02% of the portfolio, ranked #205.

IMG Wealth Management first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $112K in Q4 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • IMG Wealth Management held 95 shares of Vanguard Morningstar Small-Cap Growth ETF worth $34.7K as of Q2 2026.
  • IMG Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of IMG Wealth Management's portfolio in Q2 2026, its #205 holding.
  • IMG Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • IMG Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $112K in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IMG Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.