Milestone Asset Management Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Milestone Asset Management Group’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	$3.19M	Buy	8,716 +114	+1%	+$38.8K	1.61%	21
2026 Q1	$2.6M	Buy	8,602 +94	+1%	+$29.5K	1.52%	22
2025 Q4	$2.57M	Buy	8,508 +1,495	+21%	+$451K	1.45%	23
2025 Q3	$2.09M	Buy	7,013 +288	+4%	+$83.1K	1.31%	23
2025 Q2	$1.86M	Buy	6,725 +247	+4%	+$63.6K	1.38%	23
2025 Q1	$1.63M	Buy	6,478 +231	+4%	+$64K	1.47%	20
2024 Q4	$1.75M	Buy	+6,247	New	+$1.77M	1.56%	21

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

Milestone Asset Management Group's VBK Position: Q2 2026 in Review

Milestone Asset Management Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.3% in Q2 2026, buying an estimated $38.8K and bringing the position to 8,716 shares worth $3.19M. The position accounts for 1.61% of the portfolio, ranked #21.

Milestone Asset Management Group first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Milestone Asset Management Group held 8,716 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.19M as of Q2 2026.
Milestone Asset Management Group bought 114 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $38.8K.
Vanguard Morningstar Small-Cap Growth ETF made up 1.61% of Milestone Asset Management Group's portfolio in Q2 2026, its #21 holding.
Milestone Asset Management Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Milestone Asset Management Group's 13F filing for Q2 2026, filed 30 Jul 2026.