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

Noble Family 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	$3.25M	Hold	8,878	–	–	0.58%	25
2026 Q1	$2.68M	Sell	8,878 -110	-1%	-$34.6K	0.55%	27
2025 Q4	$2.72M	Sell	8,988 -125	-1%	-$37.7K	0.57%	26
2025 Q3	$2.71M	Hold	9,113	–	–	0.6%	26
2025 Q2	$2.52M	Buy	9,113 +2,716	+42%	+$699K	0.62%	26
2025 Q1	$1.61M	Sell	6,397 -433	-6%	-$120K	0.44%	31
2024 Q4	$1.92M	Hold	6,830	–	–	0.53%	29
2024 Q3	$1.83M	Sell	6,830 -100	-1%	-$25.6K	0.49%	31
2024 Q2	$1.73M	Sell	6,930 -150	-2%	-$37.4K	0.5%	32
2024 Q1	$1.85M	Sell	7,080 -50	-0.7%	-$12.3K	0.53%	31
2023 Q4	$1.72M	Hold	7,130	–	–	0.52%	33
2023 Q3	$1.53M	Hold	7,130	–	–	0.52%	34
2023 Q2	$1.64M	Sell	7,130 -80	-1%	-$17.4K	0.53%	34
2023 Q1	$1.56M	Buy	+7,210	New	+$1.56M	0.53%	34

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

Noble Family Wealth's VBK Position: Q2 2026 in Review

Noble Family Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 8,878 shares worth $3.25M. The position accounts for 0.58% of the portfolio, ranked #25.

Noble Family Wealth first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Noble Family Wealth held 8,878 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.25M as of Q2 2026.
Noble Family Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.58% of Noble Family Wealth's portfolio in Q2 2026, its #25 holding.
Noble Family Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Noble Family Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.