Litman Gregory Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Litman Gregory Wealth 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
2025 Q4	$78.9K	Buy	+261	New	+$78.7K	0.01%	198
2019 Q3	–	Sell	-75	Closed	-$14K	–	236
2019 Q2	$14K	Hold	75	–	–	﹤0.01%	151
2019 Q1	$13K	Hold	75	–	–	﹤0.01%	102
2018 Q4	$11K	Hold	75	–	–	﹤0.01%	112
2018 Q3	$14K	Hold	75	–	–	﹤0.01%	84
2018 Q2	$13K	Buy	+75	New	+$12.9K	0.01%	72

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Litman Gregory Wealth Management's VBK Position: Q4 2025 in Review

Litman Gregory Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025: 261 shares worth $78.9K. The stake represents 0.01% of the portfolio and ranks #198 among its holdings. This is a return to the name: Litman Gregory Wealth Management previously reported a position in VBK as recently as Q2 2019.

Litman Gregory Wealth Management first reported a position in VBK in Q2 2018 and has held it in 6 quarters since. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Litman Gregory Wealth Management held 261 shares of Vanguard Morningstar Small-Cap Growth ETF worth $78.9K as of Q4 2025.
Vanguard Morningstar Small-Cap Growth ETF was a new Litman Gregory Wealth Management position in Q4 2025.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Litman Gregory Wealth Management's portfolio in Q4 2025, its #198 holding.
Litman Gregory Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and has held it in 6 quarters since.
1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Litman Gregory Wealth Management's 13F filing for Q4 2025, filed 12 Feb 2026.