LWAM
VBK icon

Legacy Wealth Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Legacy Wealth Asset Management’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
Q1 		– Sell
-1,129
Closed -$341K – 400
2025
Q4 		$341K Buy
+1,129
New +$341K 0.08% 304

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Legacy Wealth Asset Management's VBK Position: Q1 2026 in Review

Legacy Wealth Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 1,129 shares — an estimated $341K sold.

Legacy Wealth Asset Management first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $341K in Q4 2025. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Legacy Wealth Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Legacy Wealth Asset Management sold 1,129 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $341K.
  • Legacy Wealth Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Legacy Wealth Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $341K in Q4 2025.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Legacy Wealth Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.