KJWM
VBK icon

Kiley Juergens Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Kiley Juergens 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
2026
Q2 		$203K Buy
+555
New +$189K 0.03% 237
2018
Q4 		– Sell
-555
Closed -$104K – 617
2018
Q3 		$104K Hold
555
– – 0.08% 149
2018
Q2 		$97K Buy
+555
New +$95.2K 0.09% 136
2018
Q1 		– Sell
-454
Closed -$73K – 579
2017
Q4 		$73K Buy
+454
New +$71.4K 0.07% 160

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

Kiley Juergens Wealth Management's VBK Position: Q2 2026 in Review

Kiley Juergens Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 555 shares worth $203K. The stake represents 0.03% of the portfolio and ranks #237 among its holdings. This is a return to the name: Kiley Juergens Wealth Management previously reported a position in VBK as recently as Q3 2018.

Kiley Juergens Wealth Management first reported a position in VBK in Q4 2017 and has held it in 4 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kiley Juergens Wealth Management held 555 shares of Vanguard Morningstar Small-Cap Growth ETF worth $203K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Kiley Juergens Wealth Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Kiley Juergens Wealth Management's portfolio in Q2 2026, its #237 holding.
  • Kiley Juergens Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 4 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Kiley Juergens Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.