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Partners in Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Partners in Financial Planning’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 		$24.2M Sell
66,268
-567
-0.8% -$193K 3.67% 7
2026
Q1 		$20.2M Buy
66,835
+789
+1% +$248K 3.35% 8
2025
Q4 		$20M Sell
66,046
-292
-0.4% -$88.1K 3.38% 8
2025
Q3 		$19.7M Sell
66,338
-230
-0.3% -$66.4K 3.41% 8
2025
Q2 		$18.4M Buy
66,568
+1,389
+2% +$358K 3.4% 8
2025
Q1 		$16.4M Buy
65,179
+1,967
+3% +$545K 3.3% 8
2024
Q4 		$17.7M Sell
63,212
-463
-0.7% -$131K 3.61% 8
2024
Q3 		$17M Sell
63,675
-487
-0.8% -$125K 3.43% 8
2024
Q2 		$16M Sell
64,162
-121
-0.2% -$30.2K 3.49% 8
2024
Q1 		$16.8M Buy
64,283
+96
+0.1% +$23.6K 3.73% 8
2023
Q4 		$15.5M Buy
64,187
+1,413
+2% +$307K 3.64% 8
2023
Q3 		$13.4M Buy
62,774
+3,158
+5% +$718K 3.46% 8
2023
Q2 		$13.7M Sell
59,616
-552
-0.9% -$120K 3.49% 8
2023
Q1 		$13M Buy
60,168
+674
+1% +$146K 3.43% 8
2022
Q4 		$11.8M Sell
59,494
-1,132
-2% -$232K 3.27% 8
2022
Q3 		$12.7M Buy
60,626
+6,866
+13% +$1.47M 3.62% 8
2022
Q2 		$12M Buy
53,760
+2,757
+5% +$598K 3.81% 7
2022
Q1 		$11.7M Buy
51,003
+1,772
+4% +$436K 3.68% 9
2021
Q4 		$12.1M Buy
49,231
+1,717
+4% +$492K 3.69% 7
2021
Q3 		$13.3M Sell
47,514
-959
-2% -$275K 4.15% 7
2021
Q2 		$14M Buy
+48,473
New +$13.6M 4.4% 7

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

Partners in Financial Planning's VBK Position: Q2 2026 in Review

Partners in Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.85% in Q2 2026, selling an estimated $193K and leaving 66,268 shares worth $24.2M. The position accounts for 3.67% of the portfolio, ranked #7.

Partners in Financial Planning first reported a position in VBK in Q2 2021 and has held it in 21 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Partners in Financial Planning held 66,268 shares of Vanguard Morningstar Small-Cap Growth ETF worth $24.2M as of Q2 2026.
  • Partners in Financial Planning sold 567 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.67% of Partners in Financial Planning's portfolio in Q2 2026, its #7 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Partners in Financial Planning's 13F filing for Q2 2026, filed 10 Aug 2026.