Obsidian Personal Planning Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Obsidian Personal Planning Solutions’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 Q3	$264K	Sell	870 -20	-2%	-$5.77K	0.09%	89
2025 Q2	$246K	Hold	890	–	–	0.1%	91
2025 Q1	$221K	Sell	890 -63	-7%	-$17.5K	0.1%	98
2024 Q4	$278K	Hold	953	–	–	0.13%	68
2024 Q3	$254K	Buy	953 +24	+3%	+$6.15K	0.13%	73
2024 Q2	$232K	Sell	929 -5	-0.5%	-$1.25K	0.14%	83
2024 Q1	$226K	Buy	+934	New	+$229K	0.15%	86
2023 Q3	–	Sell	-1,291	Closed	-$297K	–	80
2023 Q2	$297K	Buy	+1,291	New	+$281K	0.37%	50

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Obsidian Personal Planning Solutions's VBK Position: Q3 2025 in Review

Obsidian Personal Planning Solutions reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.2% in Q3 2025, selling an estimated $5.77K and leaving 870 shares worth $264K. The position accounts for 0.09% of the portfolio, ranked #89.

Obsidian Personal Planning Solutions first reported a position in VBK in Q2 2023 and has held it in 8 quarters since. The position peaked at $297K in Q2 2023. 1,110 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

Obsidian Personal Planning Solutions held 870 shares of Vanguard Morningstar Small-Cap Growth ETF worth $264K as of Q3 2025.
Obsidian Personal Planning Solutions sold 20 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $5.77K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Obsidian Personal Planning Solutions's portfolio in Q3 2025, its #89 holding.
Obsidian Personal Planning Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 8 quarters since.
Obsidian Personal Planning Solutions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $297K in Q2 2023.
1,110 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Obsidian Personal Planning Solutions's 13F filing for Q3 2025, filed 13 Nov 2025.