McKinley Carter Wealth Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

McKinley Carter Wealth Services’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	$3.82M	Sell	10,452 -36	-0.3%	-$12.3K	0.2%	88
2026 Q1	$3.17M	Sell	10,488 -36	-0.3%	-$11.3K	0.18%	100
2025 Q4	$3.18M	Sell	10,524 -402	-4%	-$121K	0.18%	95
2025 Q3	$3.25M	Sell	10,926 -61	-0.6%	-$17.6K	0.17%	94
2025 Q2	$3.04M	Sell	10,987 -170	-2%	-$43.8K	0.17%	93
2025 Q1	$2.81M	Sell	11,157 -277	-2%	-$76.8K	0.17%	89
2024 Q4	$3.2M	Sell	11,434 -123	-1%	-$34.8K	0.2%	83
2024 Q3	$3.09M	Sell	11,557 -480	-4%	-$123K	0.19%	95
2024 Q2	$3.01M	Sell	12,037 -358	-3%	-$89.3K	0.19%	93
2024 Q1	$3.23M	Sell	12,395 -196	-2%	-$48.1K	0.22%	86
2023 Q4	$3.04M	Sell	12,591 -156	-1%	-$33.9K	0.22%	84
2023 Q3	$2.73M	Sell	12,747 -411	-3%	-$93.4K	0.22%	85
2023 Q2	$3.02M	Sell	13,158 -144	-1%	-$31.3K	0.23%	80
2023 Q1	$2.88M	Sell	13,302 -624	-4%	-$135K	0.23%	80
2022 Q4	$2.79M	Sell	13,926 -496	-3%	-$101K	0.24%	80
2022 Q3	$2.81M	Sell	14,422 -1,140	-7%	-$245K	0.26%	70
2022 Q2	$3.07M	Sell	15,562 -918	-6%	-$199K	0.27%	71
2022 Q1	$4.09M	Sell	16,480 -483	-3%	-$119K	0.32%	62
2021 Q4	$4.78M	Sell	16,963 -2,816	-14%	-$808K	0.36%	62
2021 Q3	$5.54M	Sell	19,779 -2,111	-10%	-$604K	0.45%	50
2021 Q2	$6.34M	Sell	21,890 -1,215	-5%	-$340K	0.52%	40
2021 Q1	$6.35M	Sell	23,105 -1,028	-4%	-$290K	0.54%	39
2020 Q4	$6.46M	Buy	+24,133	New	+$5.84M	0.85%	30

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

McKinley Carter Wealth Services's VBK Position: Q2 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.34% in Q2 2026, selling an estimated $12.3K and leaving 10,452 shares worth $3.82M. The position accounts for 0.2% of the portfolio, ranked #88.

McKinley Carter Wealth Services first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.46M in Q4 2020. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

McKinley Carter Wealth Services held 10,452 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.82M as of Q2 2026.
McKinley Carter Wealth Services sold 36 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $12.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of McKinley Carter Wealth Services's portfolio in Q2 2026, its #88 holding.
McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
McKinley Carter Wealth Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6.46M in Q4 2020.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q2 2026, filed 28 Jul 2026.