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LifePlan Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

LifePlan Investment 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 		$5.33M Sell
14,562
-314
-2% -$107K 1.83% 11
2026
Q1 		$4.5M Sell
14,876
-271
-2% -$85.2K 1.77% 17
2025
Q4 		$4.58M Buy
15,147
+169
+1% +$51K 1.86% 18
2025
Q3 		$4.46M Buy
14,978
+297
+2% +$85.7K 1.87% 17
2025
Q2 		$4.07M Sell
14,681
-51
-0.3% -$13.1K 2.02% 16
2025
Q1 		$3.71M Buy
14,732
+39
+0.3% +$10.8K 2.13% 17
2024
Q4 		$4.11M Sell
14,693
-735
-5% -$208K 2.55% 11
2024
Q3 		$4.13M Buy
15,428
+850
+6% +$218K 2.64% 10
2024
Q2 		$3.65M Buy
14,578
+576
+4% +$144K 2.63% 11
2024
Q1 		$3.65M Buy
14,002
+5,061
+57% +$1.24M 2.91% 9
2023
Q4 		$2.16M Buy
8,941
+170
+2% +$36.9K 1.98% 19
2023
Q3 		$1.88M Sell
8,771
-74
-0.8% -$16.8K 2% 20
2023
Q2 		$2.03M Buy
+8,845
New +$1.92M 2.27% 20

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

LifePlan Investment Advisors's VBK Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, selling an estimated $107K and leaving 14,562 shares worth $5.33M. The position accounts for 1.83% of the portfolio, ranked #11.

LifePlan Investment Advisors first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • LifePlan Investment Advisors held 14,562 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.33M as of Q2 2026.
  • LifePlan Investment Advisors sold 314 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $107K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.83% of LifePlan Investment Advisors's portfolio in Q2 2026, its #11 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.