Painted Porch Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Painted Porch 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
2025 Q4	–	Sell	-28	Closed	-$8.37K	–	411
2025 Q3	$8.37K	Buy	28 +2	+8%	+$577	﹤0.01%	306
2025 Q2	$7.23K	Buy	26 +3	+13%	+$773	﹤0.01%	302
2025 Q1	$5.82K	Buy	23 +1	+5%	+$277	﹤0.01%	320
2024 Q4	$6.19K	Sell	22 -2	-8%	-$565	﹤0.01%	307
2024 Q3	$6.45K	Buy	24 +4	+20%	+$1.02K	﹤0.01%	276
2024 Q2	$5.03K	Buy	+20	New	+$4.99K	﹤0.01%	262

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Painted Porch Advisors's VBK Position: Q4 2025 in Review

Painted Porch Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 28 shares — an estimated $8.37K sold.

Painted Porch Advisors first reported a position in VBK in Q2 2024 and held it in 6 quarters. The position peaked at $8.37K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Painted Porch Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Painted Porch Advisors sold 28 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $8.37K.
Painted Porch Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and held it in 6 quarters.
Painted Porch Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8.37K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Painted Porch Advisors's 13F filing for Q4 2025, filed 19 Mar 2026.