Mission Creek Capital Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mission Creek Capital Partners’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
2025 Q1	–	Sell	-1,112	Closed	-$311K	–	229
2024 Q4	$311K	Sell	1,112 -46	-4%	-$13K	0.07%	190
2024 Q3	$310K	Sell	1,158 -23	-2%	-$5.89K	0.07%	186
2024 Q2	$295K	Sell	1,181 -285	-19%	-$71.1K	0.07%	177
2024 Q1	$382K	Buy	1,466 +2	+0.1%	+$491	0.1%	180
2023 Q4	$354K	Buy	1,464 +4	+0.3%	+$868	0.09%	177
2023 Q3	$313K	Sell	1,460 -2	-0.1%	-$455	0.11%	175
2023 Q2	$336K	Sell	1,462 -4	-0.3%	-$870	0.11%	178
2023 Q1	$317K	Buy	1,466 +3	+0.2%	+$648	0.11%	178
2022 Q4	$293K	Buy	+1,463	New	+$299K	0.1%	186

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mission Creek Capital Partners's VBK Position: Q1 2025 in Review

Mission Creek Capital Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 1,112 shares — an estimated $311K sold.

Mission Creek Capital Partners first reported a position in VBK in Q4 2022 and held it in 9 quarters. The position peaked at $382K in Q1 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

Mission Creek Capital Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
Mission Creek Capital Partners sold 1,112 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $311K.
Mission Creek Capital Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and held it in 9 quarters.
Mission Creek Capital Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $382K in Q1 2024.
1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Mission Creek Capital Partners's 13F filing for Q1 2025, filed 14 May 2025.