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

Iron Horse 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
2025 Q2	$139K	Buy	502 +17	+4%	+$4.38K	0.04%	70
2025 Q1	$122K	Hold	485	–	–	0.04%	68
2024 Q4	$136K	Hold	485	–	–	0.05%	63
2024 Q3	$130K	Hold	485	–	–	0.04%	63
2024 Q2	$121K	Buy	485 +40	+9%	+$9.98K	0.05%	59
2024 Q1	$116K	Sell	445 -45	-9%	-$11.1K	0.05%	56
2023 Q4	$118K	Hold	490	–	–	0.05%	49
2023 Q3	$105K	Buy	490 +84	+21%	+$19.1K	0.05%	49
2023 Q2	$93.3K	Sell	406 -253	-38%	-$55K	0.05%	53
2023 Q1	$143K	Hold	659	–	–	0.07%	43
2022 Q4	$132K	Buy	659 +450	+215%	+$92K	0.07%	45
2022 Q3	$41K	Sell	209 -450	-68%	-$96.6K	0.06%	45
2022 Q2	$130K	Hold	659	–	–	0.07%	42
2022 Q1	$164K	Sell	659 -47	-7%	-$11.6K	0.09%	40
2021 Q4	$199K	Hold	706	–	–	0.11%	38
2021 Q3	$198K	Hold	706	–	–	0.12%	34
2021 Q2	$205K	Hold	706	–	–	0.14%	35
2021 Q1	$194K	Hold	706	–	–	0.15%	38
2020 Q4	$189K	Buy	+706	New	+$171K	0.15%	34

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

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

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

Iron Horse Wealth Management's VBK Position: Q2 2025 in Review

Iron Horse Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2025, buying an estimated $4.38K and bringing the position to 502 shares worth $139K. The position accounts for 0.04% of the portfolio, ranked #70.

Iron Horse Wealth Management first reported a position in VBK in Q4 2020 and has held it in 19 quarters since. The position peaked at $205K in Q2 2021. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

Iron Horse Wealth Management held 502 shares of Vanguard Morningstar Small-Cap Growth ETF worth $139K as of Q2 2025.
Iron Horse Wealth Management bought 17 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $4.38K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Iron Horse Wealth Management's portfolio in Q2 2025, its #70 holding.
Iron Horse Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
Iron Horse Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $205K in Q2 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Iron Horse Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.