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Moneywise Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Moneywise Inc’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 		– Sell
-842
Closed -$254K – 88
2025
Q4 		$254K Buy
+842
New +$254K 0.11% 71

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AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Moneywise Inc's VBK Position: Q1 2026 in Review

Moneywise Inc sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 842 shares — an estimated $254K sold.

Moneywise Inc first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $254K in Q4 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Moneywise Inc reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Moneywise Inc sold 842 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $254K.
  • Moneywise Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Moneywise Inc's Vanguard Morningstar Small-Cap Growth ETF position peaked at $254K in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Moneywise Inc's 13F filing for Q1 2026, filed 27 Apr 2026.