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John A. Wolfe & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

John A. Wolfe & Associates’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 		$774K Sell
2,117
-83
-4% -$28.3K 1.07% 17
2026
Q1 		$655K Buy
2,200
+3
+0.1% +$943 1.01% 19
2025
Q4 		$664K Buy
+2,197
New +$663K 0.36% 21

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

John A. Wolfe & Associates's VBK Position: Q2 2026 in Review

John A. Wolfe & Associates reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.8% in Q2 2026, selling an estimated $28.3K and leaving 2,117 shares worth $774K. The position accounts for 1.07% of the portfolio, ranked #17.

John A. Wolfe & Associates first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,272 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • John A. Wolfe & Associates held 2,117 shares of Vanguard Morningstar Small-Cap Growth ETF worth $774K as of Q2 2026.
  • John A. Wolfe & Associates sold 83 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $28.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.07% of John A. Wolfe & Associates's portfolio in Q2 2026, its #17 holding.
  • John A. Wolfe & Associates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,272 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on John A. Wolfe & Associates's 13F filing for Q2 2026, filed 30 Jul 2026.