LWM
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LongView Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

LongView 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
2026
Q2 		$509K Sell
1,392
-114
-8% -$38.8K 0.13% 129
2026
Q1 		$492K Sell
1,506
-52
-3% -$16.3K 0.12% 140
2025
Q4 		$501K Buy
1,558
+50
+3% +$15.1K 0.12% 143
2025
Q3 		$449K Sell
1,508
-40
-3% -$11.5K 0.12% 132
2025
Q2 		$429K Buy
1,548
+25
+2% +$6.44K 0.13% 135
2025
Q1 		$384K Buy
1,523
+114
+8% +$31.6K 0.12% 137
2024
Q4 		$395K Buy
1,409
+50
+4% +$14.1K 0.12% 135
2024
Q3 		$363K Buy
1,359
+172
+14% +$44.1K 0.12% 136
2024
Q2 		$297K Buy
1,187
+65
+6% +$16.2K 0.11% 149
2024
Q1 		$292K Buy
1,122
+129
+13% +$31.7K 0.12% 147
2023
Q4 		$234K Buy
+993
New +$216K 0.1% 156

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

LongView Wealth Management's VBK Position: Q2 2026 in Review

LongView Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.6% in Q2 2026, selling an estimated $38.8K and leaving 1,392 shares worth $509K. The position accounts for 0.13% of the portfolio, ranked #129.

LongView Wealth Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • LongView Wealth Management held 1,392 shares of Vanguard Morningstar Small-Cap Growth ETF worth $509K as of Q2 2026.
  • LongView Wealth Management sold 114 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $38.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of LongView Wealth Management's portfolio in Q2 2026, its #129 holding.
  • LongView Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on LongView Wealth Management's 13F filing for Q2 2026, filed 17 Jul 2026.