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Keener Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Keener Financial Planning’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
Q4 		– Sell
-87
Closed -$25K – 203
2025
Q3 		$25K Hold
87
– – 0.01% 125
2025
Q2 		$24K Buy
+87
New +$22.4K 0.01% 125

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Keener Financial Planning's VBK Position: Q4 2025 in Review

Keener Financial Planning sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 87 shares — an estimated $25K sold.

Keener Financial Planning first reported a position in VBK in Q2 2025 and held it in 2 quarters. The position peaked at $25K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Keener Financial Planning reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Keener Financial Planning sold 87 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $25K.
  • Keener Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and held it in 2 quarters.
  • Keener Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $25K in Q3 2025.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Keener Financial Planning's 13F filing for Q4 2025, filed 23 Jan 2026.