MSWA
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Marshall & Sterling Wealth Advisors’s Vanguard Small-Cap Growth ETF VBK Stock Holding History

Marshall & Sterling Wealth Advisors’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 		$22.7K Hold
62
– – 0.01% 199
2026
Q1 		$18.8K Hold
62
– – 0.01% 204
2025
Q4 		$18.8K Sell
62
-1
-2% -$302 0.01% 200
2025
Q3 		$18.5K Hold
63
– – 0.01% 277
2025
Q2 		$17.2K Buy
63
+1
+2% +$258 0.01% 274
2025
Q1 		$15.7K Sell
62
-1
-2% -$277 0.01% 274
2024
Q4 		$17.4K Buy
+63
New +$17.8K 0.01% 200

Other funds holding VBK

CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return
BWM
Brickley Wealth Management San Mateo, California $696M AUM 25.84% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $1.97B AUM 36.91% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $599M AUM 24.9% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Marshall & Sterling Wealth Advisors's VBK Position: Q2 2026 in Review

Marshall & Sterling Wealth Advisors held its Vanguard Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 62 shares worth $22.7K. The position accounts for 0.01% of the portfolio, ranked #199.

Marshall & Sterling Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 337 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Marshall & Sterling Wealth Advisors held 62 shares of Vanguard Small-Cap Growth ETF worth $22.7K as of Q2 2026.
  • Marshall & Sterling Wealth Advisors left its Vanguard Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Small-Cap Growth ETF made up 0.01% of Marshall & Sterling Wealth Advisors's portfolio in Q2 2026, its #199 holding.
  • Marshall & Sterling Wealth Advisors first reported a position in Vanguard Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 337 funds tracked by Wall St. Rank held Vanguard Small-Cap Growth ETF as of Q2 2026.

Based on Marshall & Sterling Wealth Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.