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

Physician 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	$3.29K	Hold	9	–	–	﹤0.01%	1287
2026 Q1	$2.72K	Buy	+9	New	+$2.83K	﹤0.01%	1223
2025 Q4	–	Sell	-28	Closed	-$8.33K	–	2156
2025 Q3	$8.33K	Hold	28	–	–	﹤0.01%	796
2025 Q2	$7.75K	Hold	28	–	–	﹤0.01%	697
2025 Q1	$7.05K	Hold	28	–	–	﹤0.01%	674
2024 Q4	$7.84K	Buy	+28	New	+$7.91K	﹤0.01%	665

Other funds holding VBK

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Physician Wealth Advisors's VBK Position: Q2 2026 in Review

Physician Wealth Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 9 shares worth $3.29K. The position accounts for ﹤0.01% of the portfolio, ranked #1287.

Physician Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $8.33K in Q3 2025. 649 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Physician Wealth Advisors held 9 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.29K as of Q2 2026.
Physician Wealth Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Physician Wealth Advisors's portfolio in Q2 2026, its #1287 holding.
Physician Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Physician Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8.33K in Q3 2025.
649 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Physician Wealth Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.