Kropog Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Kropog Financial Group’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	$312K	Sell	854 -11	-1%	-$3.75K	0.22%	28
2026 Q1	$262K	Hold	865	–	–	0.21%	29
2025 Q4	$261K	Hold	865	–	–	0.2%	27
2025 Q3	$257K	Sell	865 -249	-22%	-$71.9K	0.21%	26
2025 Q2	$309K	Hold	1,114	–	–	0.27%	22
2025 Q1	$280K	Sell	1,114 -6	-0.5%	-$1.66K	0.27%	24
2024 Q4	$314K	Buy	+1,120	New	+$317K	0.29%	22

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

Kropog Financial Group's VBK Position: Q2 2026 in Review

Kropog Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.3% in Q2 2026, selling an estimated $3.75K and leaving 854 shares worth $312K. The position accounts for 0.22% of the portfolio, ranked #28.

Kropog Financial Group first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $314K in Q4 2024. 1,276 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Kropog Financial Group held 854 shares of Vanguard Morningstar Small-Cap Growth ETF worth $312K as of Q2 2026.
Kropog Financial Group sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.75K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.22% of Kropog Financial Group's portfolio in Q2 2026, its #28 holding.
Kropog Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Kropog Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $314K in Q4 2024.
1,276 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Kropog Financial Group's 13F filing for Q2 2026, filed 6 Aug 2026.