KPP Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

KPP Advisory Services’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	$3.6M	Sell	9,838 -45	-0.5%	-$15.3K	0.46%	56
2026 Q1	$2.99M	Sell	9,883 -41	-0.4%	-$12.9K	0.43%	58
2025 Q4	$3M	Buy	9,924 +115	+1%	+$34.7K	0.44%	54
2025 Q3	$2.92M	Sell	9,809 -78	-0.8%	-$22.5K	0.43%	57
2025 Q2	$2.74M	Sell	9,887 -371	-4%	-$95.5K	0.45%	55
2025 Q1	$2.58M	Buy	10,258 +195	+2%	+$54K	0.49%	52
2024 Q4	$2.82M	Sell	10,063 -287	-3%	-$81.1K	0.66%	40
2024 Q3	$2.77M	Sell	10,350 -123	-1%	-$31.5K	0.66%	40
2024 Q2	$2.62M	Sell	10,473 -30	-0.3%	-$7.48K	0.7%	39
2024 Q1	$2.74M	Buy	+10,503	New	+$2.58M	0.75%	31
2023 Q4	–	Sell	-10,643	Closed	-$2.28M	–	212
2023 Q3	$2.28M	Buy	+10,643	New	+$2.42M	0.75%	30

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

KPP Advisory Services's VBK Position: Q2 2026 in Review

KPP Advisory Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.46% in Q2 2026, selling an estimated $15.3K and leaving 9,838 shares worth $3.6M. The position accounts for 0.46% of the portfolio, ranked #56.

KPP Advisory Services first reported a position in VBK in Q3 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

KPP Advisory Services held 9,838 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.6M as of Q2 2026.
KPP Advisory Services sold 45 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $15.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.46% of KPP Advisory Services's portfolio in Q2 2026, its #56 holding.
KPP Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on KPP Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.