KMG Fiduciary Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

KMG Fiduciary Partners’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	-890	Closed	-$265K	–	296
2025 Q3	$265K	Hold	890	–	–	0.02%	268
2025 Q2	$246K	Hold	890	–	–	0.02%	271
2025 Q1	$224K	Hold	890	–	–	0.02%	275
2024 Q4	$249K	Hold	890	–	–	0.02%	251
2024 Q3	$238K	Hold	890	–	–	0.02%	253
2024 Q2	$223K	Hold	890	–	–	0.02%	232
2024 Q1	$232K	Hold	890	–	–	0.02%	224
2023 Q4	$215K	Buy	+890	New	+$193K	0.03%	228
2023 Q3	–	Sell	-890	Closed	-$204K	–	229
2023 Q2	$204K	Buy	+890	New	+$194K	0.03%	226

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

KMG Fiduciary Partners's VBK Position: Q4 2025 in Review

KMG Fiduciary Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 890 shares — an estimated $265K sold.

KMG Fiduciary Partners first reported a position in VBK in Q2 2023 and held it in 9 quarters. The position peaked at $265K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

KMG Fiduciary Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
KMG Fiduciary Partners sold 890 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $265K.
KMG Fiduciary Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and held it in 9 quarters.
KMG Fiduciary Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $265K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on KMG Fiduciary Partners's 13F filing for Q4 2025, filed 14 Jan 2026.