MW
VBK icon

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

MBL Wealth’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 		$426K Hold
1,165
– – 0.03% 235
2026
Q1 		$352K Hold
1,165
– – 0.03% 236
2025
Q4 		$352K Buy
1,165
+52
+5% +$15.7K 0.03% 219
2025
Q3 		$331K Buy
+1,113
New +$321K 0.03% 188
2022
Q2 		– Sell
-975
Closed -$242K – 177
2022
Q1 		$242K Buy
+975
New +$240K 0.06% 147
2021
Q1 		$277K Buy
+1,010
New +$285K 0.1% 124

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

MBL Wealth's VBK Position: Q2 2026 in Review

MBL Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,165 shares worth $426K. The position accounts for 0.03% of the portfolio, ranked #235.

MBL Wealth first reported a position in VBK in Q1 2021 and has held it in 6 quarters since. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • MBL Wealth held 1,165 shares of Vanguard Morningstar Small-Cap Growth ETF worth $426K as of Q2 2026.
  • MBL Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of MBL Wealth's portfolio in Q2 2026, its #235 holding.
  • MBL Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 6 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.