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MorganRosel Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MorganRosel Wealth Management’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
-892
Closed -$250K – 352
2024
Q4 		$250K Buy
+892
New +$252K 0.08% 98

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MorganRosel Wealth Management's VBK Position: Q1 2025 in Review

MorganRosel Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 892 shares — an estimated $250K sold.

MorganRosel Wealth Management first reported a position in VBK in Q4 2024 and held it in 1 quarter. The position peaked at $250K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • MorganRosel Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • MorganRosel Wealth Management sold 892 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $250K.
  • MorganRosel Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 1 quarter.
  • MorganRosel Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $250K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on MorganRosel Wealth Management's 13F filing for Q1 2025, filed 25 Apr 2025.