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

Olistico Wealth’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
-37
Closed -$10.2K – 323
2025
Q2 		$10.2K Hold
37
– – 0.01% 259
2025
Q1 		$9.31K Sell
37
-8
-18% -$2.22K 0.01% 257
2024
Q4 		$12.6K Hold
45
– – 0.01% 236
2024
Q3 		$12K Hold
45
– – 0.01% 236
2024
Q2 		$11.3K Buy
+45
New +$11.2K 0.01% 240

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
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

Olistico Wealth's VBK Position: Q3 2025 in Review

Olistico Wealth sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2025, closing a stake of 37 shares — an estimated $10.2K sold.

Olistico Wealth first reported a position in VBK in Q2 2024 and held it in 5 quarters. The position peaked at $12.6K in Q4 2024. 1,112 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Olistico Wealth reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2025 after selling out during the quarter.
  • Olistico Wealth sold 37 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $10.2K.
  • Olistico Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and held it in 5 quarters.
  • Olistico Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $12.6K in Q4 2024.
  • 1,112 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Olistico Wealth's 13F filing for Q3 2025, filed 24 Oct 2025.