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

NewEdge Wealth’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 		$1.18M Buy
3,240
+154
+5% +$52.5K 0.01% 620
2026
Q1 		$933K Sell
3,086
-210
-6% -$66K 0.01% 644
2025
Q4 		$996K Buy
3,296
+478
+17% +$144K 0.01% 637
2025
Q3 		$848K Sell
2,818
-342
-11% -$98.7K 0.01% 603
2025
Q2 		$885K Sell
3,160
-49
-2% -$12.6K 0.01% 565
2025
Q1 		$808K Buy
3,209
+16
+0.5% +$4.43K 0.01% 522
2024
Q4 		$894K Sell
3,193
-209
-6% -$59.1K 0.02% 512
2024
Q3 		$910K Buy
3,402
+210
+7% +$53.8K 0.02% 486
2024
Q2 		$798K Sell
3,192
-9,440
-75% -$2.36M 0.02% 451
2024
Q1 		$3.1M Buy
12,632
+1,056
+9% +$259K 0.07% 239
2023
Q4 		$2.8M Buy
11,576
+1,451
+14% +$315K 0.07% 239
2023
Q3 		$2.17M Buy
10,125
+549
+6% +$125K 0.07% 241
2023
Q2 		$2.2M Buy
9,576
+241
+3% +$52.4K 0.07% 235
2023
Q1 		$2.02M Buy
+9,335
New +$2.02M 0.08% 221

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

NewEdge Wealth's VBK Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5% in Q2 2026, buying an estimated $52.5K and bringing the position to 3,240 shares worth $1.18M. The position accounts for 0.01% of the portfolio, ranked #620.

NewEdge Wealth first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.1M in Q1 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • NewEdge Wealth held 3,240 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.18M as of Q2 2026.
  • NewEdge Wealth bought 154 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $52.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of NewEdge Wealth's portfolio in Q2 2026, its #620 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • NewEdge Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.1M in Q1 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.