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

Institute for 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	$7.12M	Sell	19,478 -467	-2%	-$159K	0.63%	33
2026 Q1	$6.03M	Buy	19,945 +3,356	+20%	+$1.05M	0.64%	25
2025 Q4	$5.01M	Buy	16,589 +3,722	+29%	+$1.12M	0.53%	35
2025 Q3	$3.83M	Buy	12,867 +2,719	+27%	+$785K	0.4%	49
2025 Q2	$2.81M	Buy	+10,148	New	+$2.61M	0.31%	63
2022 Q2	–	Sell	-1,162	Closed	-$288K	–	559
2022 Q1	$288K	Hold	1,162	–	–	0.05%	434
2021 Q4	$327K	Sell	1,162 -190	-14%	-$54.5K	0.05%	360
2021 Q3	$379K	Sell	1,352 -110	-8%	-$31.5K	0.07%	324
2021 Q2	$424K	Hold	1,462	–	–	0.07%	305
2021 Q1	$402K	Buy	1,462 +547	+60%	+$154K	0.08%	305
2020 Q4	$245K	Buy	+915	New	+$221K	0.05%	386
2020 Q1	–	Sell	-725	Closed	-$144K	–	661
2019 Q4	$144K	Buy	+725	New	+$138K	0.03%	447

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Institute for Wealth Management's VBK Position: Q2 2026 in Review

Institute for Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, selling an estimated $159K and leaving 19,478 shares worth $7.12M. The position accounts for 0.63% of the portfolio, ranked #33.

Institute for Wealth Management first reported a position in VBK in Q4 2019 and has held it in 12 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Institute for Wealth Management held 19,478 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.12M as of Q2 2026.
Institute for Wealth Management sold 467 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $159K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.63% of Institute for Wealth Management's portfolio in Q2 2026, its #33 holding.
Institute for Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 12 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Institute for Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.