Infinity Wealth Counsel’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.84M Buy
10,499
+367
+4% +$125K 3.1% 7
2026
Q1
$3.06M Buy
10,132
+140
+1% +$44K 2.81% 14
2025
Q4
$3.02M Buy
9,992
+195
+2% +$58.8K 2.75% 14
2025
Q3
$2.92M Buy
9,797
+45
+0.5% +$13K 2.83% 12
2025
Q2
$2.7M Buy
9,752
+235
+2% +$60.5K 2.73% 14
2025
Q1
$2.4M Buy
9,517
+325
+4% +$90.1K 2.59% 16
2024
Q4
$2.57M Buy
+9,192
New +$2.6M 2.75% 14

Other funds holding VBK

Infinity Wealth Counsel's VBK Position: Q2 2026 in Review

Infinity Wealth Counsel increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.6% in Q2 2026, buying an estimated $125K and bringing the position to 10,499 shares worth $3.84M. The position accounts for 3.1% of the portfolio, ranked #7.

Infinity Wealth Counsel first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Infinity Wealth Counsel held 10,499 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.84M as of Q2 2026.
  • Infinity Wealth Counsel bought 367 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $125K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.1% of Infinity Wealth Counsel's portfolio in Q2 2026, its #7 holding.
  • Infinity Wealth Counsel first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Infinity Wealth Counsel's 13F filing for Q2 2026, filed 9 Jul 2026.