Investor's Fiduciary Advisor Network’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Investor's Fiduciary Advisor Network’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 Q1	–	Sell	-2,158	Closed	-$651K	–	304
2025 Q4	$651K	Buy	+2,158	New	+$651K	0.14%	148

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Investor's Fiduciary Advisor Network's VBK Position: Q1 2026 in Review

Investor's Fiduciary Advisor Network sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 2,158 shares — an estimated $651K sold.

Investor's Fiduciary Advisor Network first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $651K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Investor's Fiduciary Advisor Network reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Investor's Fiduciary Advisor Network sold 2,158 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $651K.
Investor's Fiduciary Advisor Network first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
Investor's Fiduciary Advisor Network's Vanguard Morningstar Small-Cap Growth ETF position peaked at $651K in Q4 2025.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Investor's Fiduciary Advisor Network's 13F filing for Q1 2026, filed 12 May 2026.