Keyvantage Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Keyvantage Wealth’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	$258K	Sell	706 -864	-55%	-$294K	0.1%	81
2026 Q1	$475K	Sell	1,570 -774	-33%	-$243K	0.21%	64
2025 Q4	$708K	Sell	2,344 -235	-9%	-$70.9K	0.3%	48
2025 Q3	$768K	Buy	2,579 +4	+0.2%	+$1.16K	0.32%	41
2025 Q2	$713K	Hold	2,575	–	–	0.32%	42
2025 Q1	$648K	Buy	2,575 +3	+0.1%	+$831	0.32%	46
2024 Q4	$720K	Buy	+2,572	New	+$727K	0.51%	36

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

Keyvantage Wealth's VBK Position: Q2 2026 in Review

Keyvantage Wealth reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 55% in Q2 2026, selling an estimated $294K and leaving 706 shares worth $258K. The position accounts for 0.1% of the portfolio, ranked #81.

Keyvantage Wealth first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $768K in Q3 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Keyvantage Wealth held 706 shares of Vanguard Morningstar Small-Cap Growth ETF worth $258K as of Q2 2026.
Keyvantage Wealth sold 864 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $294K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Keyvantage Wealth's portfolio in Q2 2026, its #81 holding.
Keyvantage Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Keyvantage Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $768K in Q3 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Keyvantage Wealth's 13F filing for Q2 2026, filed 11 Aug 2026.