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 Q2	$44.2K	Sell	121 -183	-60%	-$62.3K	0.01%	489
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 $1.55T 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

Medallion Wealth Advisors's VBK Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 60% in Q2 2026, selling an estimated $62.3K and leaving 121 shares worth $44.2K. The position accounts for 0.01% of the portfolio, ranked #489.

Medallion Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $91.9K in Q1 2026. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Medallion Wealth Advisors held 121 shares of Vanguard Morningstar Small-Cap Growth ETF worth $44.2K as of Q2 2026.
Medallion Wealth Advisors sold 183 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $62.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Medallion Wealth Advisors's portfolio in Q2 2026, its #489 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $91.9K in Q1 2026.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.