Legacy Edge Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Legacy Edge Advisors’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	$1.32M	Sell	3,612 -200	-5%	-$68.1K	0.12%	93
2026 Q1	$1.15M	Sell	3,812 -43	-1%	-$13.5K	0.12%	91
2025 Q4	$1.16M	Buy	3,855 +413	+12%	+$125K	0.13%	87
2025 Q3	$1.02M	Sell	3,442 -1,100	-24%	-$318K	0.12%	88
2025 Q2	$1.26M	Buy	4,542 +1,231	+37%	+$317K	0.17%	71
2025 Q1	$834K	Hold	3,311	–	–	0.13%	82
2024 Q4	$929K	Sell	3,311 -13	-0.4%	-$3.67K	0.15%	76
2024 Q3	$889K	Sell	3,324 -20	-0.6%	-$5.13K	0.14%	79
2024 Q2	$836K	Sell	3,344 -466	-12%	-$116K	0.15%	80
2024 Q1	$993K	Hold	3,810	–	–	0.21%	65
2023 Q4	$921K	Buy	+3,810	New	+$827K	0.21%	69

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 Edge Advisors's VBK Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.2% in Q2 2026, selling an estimated $68.1K and leaving 3,612 shares worth $1.32M. The position accounts for 0.12% of the portfolio, ranked #93.

Legacy Edge Advisors first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Legacy Edge Advisors held 3,612 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.32M as of Q2 2026.
Legacy Edge Advisors sold 200 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $68.1K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.12% of Legacy Edge Advisors's portfolio in Q2 2026, its #93 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Legacy Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.