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North Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

North Capital’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
Q4 		– Sell
-16
Closed -$4.84K – 666
2025
Q3 		$4.84K Buy
16
+1
+7% +$289 ﹤0.01% 445
2025
Q2 		$4.22K Hold
15
– – ﹤0.01% 459
2025
Q1 		$3.84K Buy
+15
New +$4.16K ﹤0.01% 455

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
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
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

North Capital's VBK Position: Q4 2025 in Review

North Capital sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 16 shares — an estimated $4.84K sold.

North Capital first reported a position in VBK in Q1 2025 and held it in 3 quarters. The position peaked at $4.84K in Q3 2025. 1,212 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • North Capital reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • North Capital sold 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $4.84K.
  • North Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and held it in 3 quarters.
  • North Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.84K in Q3 2025.
  • 1,212 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on North Capital's 13F filing for Q4 2025, filed 18 Feb 2026.