Northwest Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Northwest Financial Advisors’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	-1,157	Closed	-$344K	–	98
2025 Q3	$344K	Buy	1,157 +22	+2%	+$6.35K	0.44%	63
2025 Q2	$314K	Sell	1,135 -392	-26%	-$101K	0.44%	67
2025 Q1	$384K	Buy	1,527 +3	+0.2%	+$831	0.32%	69
2024 Q4	$427K	Buy	1,524 +1	+0.1%	+$283	0.35%	67
2024 Q3	$407K	Buy	1,523 +4	+0.3%	+$1.02K	0.32%	62
2024 Q2	$380K	Hold	1,519	–	–	0.39%	62
2024 Q1	$396K	Buy	1,519 +592	+64%	+$145K	0.43%	59
2023 Q4	$224K	Buy	+927	New	+$201K	0.19%	84

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Northwest Financial Advisors's VBK Position: Q4 2025 in Review

Northwest Financial Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 1,157 shares — an estimated $344K sold.

Northwest Financial Advisors first reported a position in VBK in Q4 2023 and held it in 8 quarters. The position peaked at $427K in Q4 2024. 1,212 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Northwest Financial Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Northwest Financial Advisors sold 1,157 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $344K.
Northwest Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
Northwest Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $427K in Q4 2024.
1,212 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Northwest Financial Advisors's 13F filing for Q4 2025, filed 26 Jan 2026.