Peak Retirement Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Peak Retirement 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	$17.5M	Buy	47,871 +12,108	+34%	+$4.12M	2.77%	6
2026 Q1	$10.8M	Buy	35,763 +19,354	+118%	+$6.08M	2.16%	12
2025 Q4	$4.96M	Buy	16,409 +154	+0.9%	+$46.5K	1.16%	17
2025 Q3	$4.84M	Buy	16,255 +8,056	+98%	+$2.33M	1.36%	16
2025 Q2	$2.27M	Sell	8,199 -379	-4%	-$97.6K	0.92%	20
2025 Q1	$2.16M	Sell	8,578 -2,110	-20%	-$585K	1.2%	20
2024 Q4	$2.99M	Buy	+10,688	New	+$3.02M	2.02%	13

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Peak Retirement Planning's VBK Position: Q2 2026 in Review

Peak Retirement Planning increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 34% in Q2 2026, buying an estimated $4.12M and bringing the position to 47,871 shares worth $17.5M. The position accounts for 2.77% of the portfolio, ranked #6.

Peak Retirement Planning first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,269 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Peak Retirement Planning held 47,871 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17.5M as of Q2 2026.
Peak Retirement Planning bought 12,108 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.12M.
Vanguard Morningstar Small-Cap Growth ETF made up 2.77% of Peak Retirement Planning's portfolio in Q2 2026, its #6 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.