Milestone Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Milestone Investment 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	$142K	Hold	388	–	–	0.03%	99
2026 Q1	$117K	Hold	388	–	–	0.03%	99
2025 Q4	$117K	Hold	388	–	–	0.03%	96
2025 Q3	$115K	Hold	388	–	–	0.03%	92
2025 Q2	$107K	Sell	388 -353	-48%	-$90.9K	0.03%	92
2025 Q1	$187K	Hold	741	–	–	0.05%	80
2024 Q4	$208K	Hold	741	–	–	0.06%	79
2024 Q3	$198K	Hold	741	–	–	0.06%	79
2024 Q2	$185K	Hold	741	–	–	0.05%	78
2024 Q1	$193K	Hold	741	–	–	0.05%	74
2023 Q4	$179K	Hold	741	–	–	0.05%	72
2023 Q3	$159K	Hold	741	–	–	0.05%	118
2023 Q2	$170K	Hold	741	–	–	0.05%	71
2023 Q1	$160K	Buy	741 +58	+8%	+$12.5K	0.05%	116
2022 Q4	$137K	Buy	+683	New	+$140K	0.05%	70

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 Investment Advisors's VBK Position: Q2 2026 in Review

Milestone Investment Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 388 shares worth $142K. The position accounts for 0.03% of the portfolio, ranked #99.

Milestone Investment Advisors first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $208K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Milestone Investment Advisors held 388 shares of Vanguard Morningstar Small-Cap Growth ETF worth $142K as of Q2 2026.
Milestone Investment Advisors 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 Milestone Investment Advisors's portfolio in Q2 2026, its #99 holding.
Milestone Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Milestone Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $208K in Q4 2024.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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