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Petix & Botte Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Petix & Botte Financial’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 		$625K Buy
1,710
+855
+100% +$291K 0.13% 85
2026
Q1 		$517K Sell
855
-855
-50% -$269K 0.12% 85
2025
Q4 		$517K Sell
1,710
-82
-5% -$24.7K 0.12% 82
2025
Q3 		$533K Hold
1,792
– – 0.12% 81
2025
Q2 		$496K Hold
1,792
– – 0.12% 83
2025
Q1 		$451K Hold
1,792
– – 0.12% 87
2024
Q4 		$502K Sell
1,792
-68
-4% -$19.2K 0.13% 84
2024
Q3 		$497K Hold
1,860
– – 0.13% 76
2024
Q2 		$465K Sell
1,860
-4,514
-71% -$1.13M 0.13% 76
2024
Q1 		$1.66M Buy
6,374
+4,514
+243% +$1.11M 0.41% 54
2023
Q4 		$450K Hold
1,860
– – 0.13% 73
2023
Q3 		$398K Hold
1,860
– – 0.13% 76
2023
Q2 		$427K Buy
1,860
+930
+100% +$202K 0.13% 73
2023
Q1 		$201K Buy
+930
New +$201K 0.14% 74
2022
Q2 		– Sell
-1,860
Closed -$462K – 113
2022
Q1 		$462K Buy
1,860
+930
+100% +$229K 0.14% 67
2021
Q4 		$262K Sell
930
-930
-50% -$267K 0.17% 70
2021
Q3 		$522K Buy
1,860
+930
+100% +$266K 0.18% 64
2021
Q2 		$270K Hold
930
– – 0.19% 68
2021
Q1 		$255K Hold
930
– – 0.19% 67
2020
Q4 		$249K Hold
930
– – 0.19% 70
2020
Q3 		$200K Sell
930
-1,404
-60% -$297K 0.16% 80
2020
Q2 		$233K Buy
+2,334
New +$421K 0.19% 66
2020
Q1 		– Sell
-1,167
Closed -$232K – 78
2019
Q4 		$232K Buy
+1,167
New +$221K 0.18% 72

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

Petix & Botte Financial's VBK Position: Q2 2026 in Review

Petix & Botte Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 100% in Q2 2026, buying an estimated $291K and bringing the position to 1,710 shares worth $625K. The position accounts for 0.13% of the portfolio, ranked #85.

Petix & Botte Financial first reported a position in VBK in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.66M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Petix & Botte Financial held 1,710 shares of Vanguard Morningstar Small-Cap Growth ETF worth $625K as of Q2 2026.
  • Petix & Botte Financial bought 855 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $291K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Petix & Botte Financial's portfolio in Q2 2026, its #85 holding.
  • Petix & Botte Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
  • Petix & Botte Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.66M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Petix & Botte Financial's 13F filing for Q2 2026, filed 4 Aug 2026.