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Pacific Excel Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pacific Excel Wealth 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
2026
Q2 		– Sell
-1,406
Closed -$425K – 315
2026
Q1 		$425K Buy
1,406
+594
+73% +$187K 0.45% 77
2025
Q4 		$245K Buy
+812
New +$245K 0.46% 79

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
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
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Pacific Excel Wealth Advisors's VBK Position: Q2 2026 in Review

Pacific Excel Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 1,406 shares — an estimated $425K sold.

Pacific Excel Wealth Advisors first reported a position in VBK in Q4 2025 and held it in 2 quarters. The position peaked at $425K in Q1 2026. 1,276 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pacific Excel Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Pacific Excel Wealth Advisors sold 1,406 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $425K.
  • Pacific Excel Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Pacific Excel Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $425K in Q1 2026.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pacific Excel Wealth Advisors's 13F filing for Q2 2026, filed 6 Jul 2026.