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

Nvest Wealth Strategies’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 		$829K Sell
2,268
-4
-0.2% -$1.36K 0.52% 21
2026
Q1 		$687K Sell
2,272
-126
-5% -$39.6K 0.48% 21
2025
Q4 		$724K Buy
+2,398
New +$723K 0.53% 20

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Nvest Wealth Strategies's VBK Position: Q2 2026 in Review

Nvest Wealth Strategies reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.18% in Q2 2026, selling an estimated $1.36K and leaving 2,268 shares worth $829K. The position accounts for 0.52% of the portfolio, ranked #21.

Nvest Wealth Strategies first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Nvest Wealth Strategies held 2,268 shares of Vanguard Morningstar Small-Cap Growth ETF worth $829K as of Q2 2026.
  • Nvest Wealth Strategies sold 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.36K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.52% of Nvest Wealth Strategies's portfolio in Q2 2026, its #21 holding.
  • Nvest Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Nvest Wealth Strategies's 13F filing for Q2 2026, filed 10 Jul 2026.