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Proathlete Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Proathlete Wealth Management’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 		$2.2K Hold
6
– – ﹤0.01% 207
2026
Q1 		$1.82K Hold
6
– – ﹤0.01% 221
2025
Q4 		$1.82K Hold
6
– – ﹤0.01% 235
2025
Q3 		$1.78K Sell
6
-88
-94% -$25.4K ﹤0.01% 184
2025
Q2 		$26K Buy
+94
New +$24.2K 0.01% 139

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

Proathlete Wealth Management's VBK Position: Q2 2026 in Review

Proathlete Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 6 shares worth $2.2K. The position accounts for ﹤0.01% of the portfolio, ranked #207.

Proathlete Wealth Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $26K in Q2 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Proathlete Wealth Management held 6 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.2K as of Q2 2026.
  • Proathlete Wealth Management 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 Proathlete Wealth Management's portfolio in Q2 2026, its #207 holding.
  • Proathlete Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Proathlete Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $26K in Q2 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Proathlete Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.