Legacy Capital Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Legacy Capital Wealth 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
2026 Q2	$214K	Sell	585 -1,279	-69%	-$436K	0.04%	355
2026 Q1	$563K	Sell	1,864 -24	-1%	-$7.54K	0.12%	187
2025 Q4	$570K	Buy	1,888 +21	+1%	+$6.33K	0.12%	179
2025 Q3	$556K	Buy	1,867 +23	+1%	+$6.64K	0.12%	182
2025 Q2	$511K	Buy	1,844 +31	+2%	+$7.98K	0.12%	193
2025 Q1	$456K	Buy	1,813 +33	+2%	+$9.14K	0.11%	201
2024 Q4	$498K	Buy	+1,780	New	+$503K	0.12%	178
2024 Q1	–	Sell	-1,147	Closed	-$277K	–	335
2023 Q4	$277K	Buy	1,147 +14	+1%	+$3.04K	0.08%	229
2023 Q3	$243K	Buy	+1,133	New	+$258K	0.07%	239

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

Legacy Capital Wealth Partners's VBK Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 69% in Q2 2026, selling an estimated $436K and leaving 585 shares worth $214K. The position accounts for 0.04% of the portfolio, ranked #355.

Legacy Capital Wealth Partners first reported a position in VBK in Q3 2023 and has held it in 9 quarters since. The position peaked at $570K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Legacy Capital Wealth Partners held 585 shares of Vanguard Morningstar Small-Cap Growth ETF worth $214K as of Q2 2026.
Legacy Capital Wealth Partners sold 1,279 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $436K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #355 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 9 quarters since.
Legacy Capital Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $570K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.