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

Kingsview 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 		$3.23M Sell
8,844
-23,761
-73% -$8.09M 0.04% 444
2026
Q1 		$9.85M Buy
32,605
+25,087
+334% +$7.88M 0.13% 134
2025
Q4 		$2.27M Buy
7,518
+243
+3% +$73.3K 0.03% 452
2025
Q3 		$2.17M Buy
7,275
+725
+11% +$209K 0.03% 441
2025
Q2 		$1.81M Sell
6,550
-1,040
-14% -$268K 0.03% 452
2025
Q1 		$1.91M Sell
7,590
-25
-0.3% -$6.93K 0.04% 396
2024
Q4 		$2.13M Buy
7,615
+597
+9% +$169K 0.04% 374
2024
Q3 		$1.88M Buy
7,018
+1,103
+19% +$283K 0.04% 388
2024
Q2 		$1.48M Buy
5,915
+809
+16% +$202K 0.04% 414
2024
Q1 		$1.33M Buy
5,106
+808
+19% +$198K 0.03% 431
2023
Q4 		$1.04M Sell
4,298
-1,290
-23% -$280K 0.03% 459
2023
Q3 		$1.2M Buy
5,588
+230
+4% +$52.3K 0.04% 390
2023
Q2 		$1.23M Buy
5,358
+503
+10% +$109K 0.05% 346
2023
Q1 		$1.05M Sell
4,855
-56
-1% -$12.1K 0.04% 388
2022
Q4 		$985K Buy
4,911
+201
+4% +$41.1K 0.04% 347
2022
Q3 		$919K Sell
4,710
-31
-0.7% -$6.65K 0.04% 346
2022
Q2 		$934K Buy
4,741
+340
+8% +$73.7K 0.04% 383
2022
Q1 		$1.09M Sell
4,401
-420
-9% -$103K 0.05% 365
2021
Q4 		$1.36M Buy
4,821
+346
+8% +$99.2K 0.06% 311
2021
Q3 		$1.25M Sell
4,475
-134
-3% -$38.4K 0.06% 315
2021
Q2 		$1.34M Buy
4,609
+3,371
+272% +$943K 0.07% 306
2021
Q1 		$346K Buy
1,238
+486
+65% +$137K 0.02% 600
2020
Q4 		$201K Sell
752
-273
-27% -$66K 0.01% 662
2020
Q3 		$220K Sell
1,025
-9
-0.9% -$1.9K 0.02% 555
2020
Q2 		$206K Sell
1,034
-3,524
-77% -$636K 0.02% 534
2020
Q1 		$685K Buy
4,558
+2,782
+157% +$516K 0.09% 226
2019
Q4 		$353K Buy
1,776
+570
+47% +$108K 0.04% 339
2019
Q3 		$220K Buy
+1,206
New +$225K 0.03% 394
2019
Q2 		– Sell
-5,929
Closed -$1.07M – 524
2019
Q1 		$1.07M Buy
5,929
+4
+0.1% +$687 0.16% 163
2018
Q4 		$892K Sell
5,925
-786
-12% -$130K 0.19% 139
2018
Q3 		$1.26M Buy
6,711
+1,628
+32% +$299K 0.25% 121
2018
Q2 		$894K Sell
5,083
-161
-3% -$27.6K 0.21% 135
2018
Q1 		$860K Sell
5,244
-100
-2% -$16.5K 0.21% 140
2017
Q4 		$860K Buy
5,344
+779
+17% +$122K 0.31% 102
2017
Q3 		$697K Sell
4,565
-403
-8% -$59.2K 0.31% 99
2017
Q2 		$724K Buy
4,968
+541
+12% +$77.5K 0.37% 86
2017
Q1 		$623K Buy
+4,427
New +$613K 0.37% 96

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

Kingsview Wealth Management's VBK Position: Q2 2026 in Review

Kingsview Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 73% in Q2 2026, selling an estimated $8.09M and leaving 8,844 shares worth $3.23M. The position accounts for 0.04% of the portfolio, ranked #444.

Kingsview Wealth Management first reported a position in VBK in Q1 2017 and has held it in 37 quarters since. The position peaked at $9.85M in Q1 2026. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kingsview Wealth Management held 8,844 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.23M as of Q2 2026.
  • Kingsview Wealth Management sold 23,761 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.09M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Kingsview Wealth Management's portfolio in Q2 2026, its #444 holding.
  • Kingsview Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • Kingsview Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9.85M in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Kingsview Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.