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

Medallion 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 Q1	$91.9K	Hold	304	–	–	0.03%	369
2025 Q4	$91.8K	Buy	304 +3	+1%	+$905	0.03%	367
2025 Q3	$89.6K	Hold	301	–	–	0.03%	367
2025 Q2	$83.3K	Buy	301 +2	+0.7%	+$515	0.03%	374
2025 Q1	$75.4K	Sell	299 -1	-0.3%	-$277	0.03%	353
2024 Q4	$78.9K	Buy	+300	New	+$84.8K	0.04%	338

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Medallion Wealth Advisors's VBK Position: Q1 2026 in Review

Medallion Wealth Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 304 shares worth $91.9K. The position accounts for 0.03% of the portfolio, ranked #369.

Medallion Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Medallion Wealth Advisors held 304 shares of Vanguard Morningstar Small-Cap Growth ETF worth $91.9K as of Q1 2026.
Medallion Wealth Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Medallion Wealth Advisors's portfolio in Q1 2026, its #369 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Medallion Wealth Advisors's 13F filing for Q1 2026, filed 24 Apr 2026.