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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 		$1.26M Buy
4,542
+730
+19% +$249K 0.17% 71
2026
Q1 		$1.15M Sell
3,812
-43
-1% -$13.5K 0.12% 91
2025
Q4 		$1.16M Buy
+3,855
New +$1.16M 0.13% 87

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Legacy Edge Advisors's VBK Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q2 2026, buying an estimated $249K and bringing the position to 4,542 shares worth $1.26M. The position accounts for 0.17% of the portfolio, ranked #71.

Legacy Edge Advisors first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 930 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Legacy Edge Advisors held 4,542 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.26M as of Q2 2026.
  • Legacy Edge Advisors bought 730 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $249K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Legacy Edge Advisors's portfolio in Q2 2026, its #71 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 930 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.