Mach-1 Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mach-1 Financial Group’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	-804	Closed	-$239K	–	450
2025 Q3	$239K	Buy	+804	New	+$232K	0.04%	205
2022 Q4	–	Sell	-33	Closed	-$6K	–	447
2022 Q3	$6K	Hold	33	–	–	0.01%	268
2022 Q2	$6K	Hold	33	–	–	﹤0.01%	297
2022 Q1	$8K	Hold	33	–	–	0.01%	139
2021 Q4	$9K	Buy	+33	New	+$9.46K	0.01%	139

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

Mach-1 Financial Group's VBK Position: Q4 2025 in Review

Mach-1 Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 804 shares — an estimated $239K sold.

Mach-1 Financial Group first reported a position in VBK in Q4 2021 and held it in 5 quarters. The position peaked at $239K in Q3 2025. 1,212 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Mach-1 Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Mach-1 Financial Group sold 804 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $239K.
Mach-1 Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and held it in 5 quarters.
Mach-1 Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $239K in Q3 2025.
1,212 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Mach-1 Financial Group's 13F filing for Q4 2025, filed 6 Feb 2026.