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Linscomb Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Linscomb Wealth’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 		$303K Sell
829
-12
-1% -$4.09K 0.01% 273
2026
Q1 		$254K Buy
841
+12
+1% +$3.77K 0.01% 309
2025
Q4 		$250K Hold
829
– – 0.01% 281
2025
Q3 		$247K Hold
829
– – 0.01% 286
2025
Q2 		$230K Hold
829
– – 0.01% 293
2025
Q1 		$209K Hold
829
– – 0.01% 286
2024
Q4 		$232K Hold
829
– – 0.01% 277
2024
Q3 		$222K Sell
829
-2
-0.2% -$512 0.01% 281
2024
Q2 		$208K Sell
831
-68
-8% -$17K 0.01% 281
2024
Q1 		$234K Sell
899
-446
-33% -$110K 0.01% 267
2023
Q4 		$325K Hold
1,345
– – 0.02% 240
2023
Q3 		$288K Hold
1,345
– – 0.02% 243
2023
Q2 		$309K Sell
1,345
-20
-1% -$4.35K 0.02% 246
2023
Q1 		$295K Buy
1,365
+20
+1% +$4.32K 0.02% 254
2022
Q4 		$270K Hold
1,345
– – 0.01% 296
2022
Q3 		$262K Hold
1,345
– – 0.02% 254
2022
Q2 		$265K Sell
1,345
-92
-6% -$19.9K 0.02% 260
2022
Q1 		$357K Sell
1,437
-1
-0.1% -$246 0.02% 262
2021
Q4 		$405K Hold
1,438
– – 0.02% 244
2021
Q3 		$403K Hold
1,438
– – 0.02% 238
2021
Q2 		$417K Buy
1,438
+92
+7% +$25.7K 0.02% 234
2021
Q1 		$370K Buy
1,346
+1
+0.1% +$282 0.02% 243
2020
Q4 		$360K Hold
1,345
– – 0.02% 233
2020
Q3 		$289K Hold
1,345
– – 0.02% 247
2020
Q2 		$268K Sell
1,345
-4
-0.3% -$722 0.02% 255
2020
Q1 		$203K Buy
+1,349
New +$250K 0.02% 372

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

Linscomb Wealth's VBK Position: Q2 2026 in Review

Linscomb Wealth reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, selling an estimated $4.09K and leaving 829 shares worth $303K. The position accounts for 0.01% of the portfolio, ranked #273.

Linscomb Wealth first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. The position peaked at $417K in Q2 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Linscomb Wealth held 829 shares of Vanguard Morningstar Small-Cap Growth ETF worth $303K as of Q2 2026.
  • Linscomb Wealth sold 12 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.09K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Linscomb Wealth's portfolio in Q2 2026, its #273 holding.
  • Linscomb Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Linscomb Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $417K in Q2 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Linscomb Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.