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Old Point Trust & Financial Services N A’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Old Point Trust & Financial Services N A’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 		– Sell
-10
Closed -$2.77K – 330
2025
Q2 		$2.77K Hold
10
– – ﹤0.01% 308
2025
Q1 		$2.52K Hold
10
– – ﹤0.01% 332
2024
Q4 		$2.8K Buy
+10
New +$2.83K ﹤0.01% 322

Other funds holding VBK

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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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Old Point Trust & Financial Services N A's VBK Position: Q3 2025 in Review

Old Point Trust & Financial Services N A sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 10 shares — an estimated $2.77K sold.

Old Point Trust & Financial Services N A first reported a position in VBK in Q4 2024 and held it in 3 quarters. The position peaked at $2.8K in Q4 2024. 1,113 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Old Point Trust & Financial Services N A reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Old Point Trust & Financial Services N A sold 10 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $2.77K.
  • Old Point Trust & Financial Services N A first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
  • Old Point Trust & Financial Services N A's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.8K in Q4 2024.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Old Point Trust & Financial Services N A's 13F filing for Q3 2025, filed 8 Oct 2025.