L.K. Benson & Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

L.K. Benson & Company’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	-673	Closed	-$200K	–	116
2025 Q3	$200K	Buy	+673	New	+$194K	0.11%	104

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

L.K. Benson & Company's VBK Position: Q4 2025 in Review

L.K. Benson & Company sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 673 shares — an estimated $200K sold.

L.K. Benson & Company first reported a position in VBK in Q3 2025 and held it in 1 quarter. The position peaked at $200K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

L.K. Benson & Company reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
L.K. Benson & Company sold 673 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $200K.
L.K. Benson & Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 1 quarter.
L.K. Benson & Company's Vanguard Morningstar Small-Cap Growth ETF position peaked at $200K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on L.K. Benson & Company's 13F filing for Q4 2025, filed 6 Feb 2026.