LGT Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

LGT Financial 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
2025 Q4	–	Sell	-96	Closed	-$28.6K	–	372
2025 Q3	$28.6K	Hold	96	–	–	0.06%	158
2025 Q2	$26.6K	Hold	96	–	–	0.07%	140
2025 Q1	$24.2K	Hold	96	–	–	0.07%	141
2024 Q4	$26.9K	Hold	96	–	–	0.06%	247
2024 Q3	$25.7K	Hold	96	–	–	0.06%	231
2024 Q2	$24K	Hold	96	–	–	0.05%	262
2024 Q1	$25K	Hold	96	–	–	0.03%	326
2023 Q4	$23.1K	Buy	96 +1	+1%	+$217	0.03%	324
2023 Q3	$20.4K	Hold	95	–	–	0.03%	334
2023 Q2	$21.9K	Buy	+95	New	+$20.7K	0.02%	182
2023 Q1	–	Sell	-95	Closed	-$19K	–	194
2022 Q4	$19K	Buy	+95	New	+$19.4K	0.02%	154

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

Align Financial Hermantown, Minnesota $202M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

LGT Financial Advisors's VBK Position: Q4 2025 in Review

LGT Financial Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 96 shares — an estimated $28.6K sold.

LGT Financial Advisors first reported a position in VBK in Q4 2022 and held it in 11 quarters. The position peaked at $28.6K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

LGT Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
LGT Financial Advisors sold 96 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $28.6K.
LGT Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 11 quarters.
LGT Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $28.6K in Q3 2025.
1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on LGT Financial Advisors's 13F filing for Q4 2025, filed 13 Feb 2026.