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

Madison Wealth Partners’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	$269K	Buy	+736	New	+$251K	0.03%	231
2026 Q1	–	Sell	-686	Closed	-$207K	–	230
2025 Q4	$207K	Buy	+686	New	+$207K	0.04%	194
2022 Q1	–	Sell	-760	Closed	-$214K	–	84
2021 Q4	$214K	Hold	760	–	–	0.11%	71
2021 Q3	$213K	Sell	760 -27	-3%	-$7.73K	0.12%	70
2021 Q2	$228K	Buy	+787	New	+$220K	0.13%	62

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Madison Wealth Partners's VBK Position: Q2 2026 in Review

Madison Wealth Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 736 shares worth $269K. The stake represents 0.03% of the portfolio and ranks #231 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in VBK as recently as Q4 2025.

Madison Wealth Partners first reported a position in VBK in Q2 2021 and has held it in 5 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Madison Wealth Partners held 736 shares of Vanguard Morningstar Small-Cap Growth ETF worth $269K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Madison Wealth Partners position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Madison Wealth Partners's portfolio in Q2 2026, its #231 holding.
Madison Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 5 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Madison Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.