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Professional Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Professional Financial 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 		$288K Sell
787
-75
-9% -$25.5K 0.05% 116
2026
Q1 		$260K Sell
862
-321
-27% -$101K 0.05% 121
2025
Q4 		$357K Sell
1,183
-14
-1% -$4.22K 0.07% 95
2025
Q3 		$356K Buy
1,197
+372
+45% +$107K 0.08% 95
2025
Q2 		$228K Buy
+825
New +$212K 0.05% 108
2023
Q2 		– Sell
-8,060
Closed -$2M – 85
2023
Q1 		$2M Buy
8,060
+4,592
+132% +$993K 1.18% 20
2022
Q4 		$695K Sell
3,468
-180
-5% -$36.8K 0.47% 46
2022
Q3 		$712K Sell
3,648
-34
-0.9% -$7.3K 0.44% 41
2022
Q2 		$725K Sell
3,682
-4,378
-54% -$949K 0.4% 54
2022
Q1 		$2M Buy
8,060
+1,251
+18% +$308K 0.86% 29
2021
Q4 		$1.92M Buy
6,809
+281
+4% +$80.6K 0.83% 26
2021
Q3 		$1.83M Buy
6,528
+250
+4% +$71.6K 1.05% 18
2021
Q2 		$1.83M Buy
6,278
+271
+5% +$75.8K 1.01% 20
2021
Q1 		$1.65M Buy
6,007
+5,792
+2,694% +$1.63M 1.02% 18
2020
Q4 		$58K Buy
+215
New +$52K 0.05% 116

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

Professional Financial Advisors's VBK Position: Q2 2026 in Review

Professional Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.7% in Q2 2026, selling an estimated $25.5K and leaving 787 shares worth $288K. The position accounts for 0.05% of the portfolio, ranked #116.

Professional Financial Advisors first reported a position in VBK in Q4 2020 and has held it in 15 quarters since. The position peaked at $2M in Q1 2022. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Professional Financial Advisors held 787 shares of Vanguard Morningstar Small-Cap Growth ETF worth $288K as of Q2 2026.
  • Professional Financial Advisors sold 75 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $25.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Professional Financial Advisors's portfolio in Q2 2026, its #116 holding.
  • Professional Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
  • Professional Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2M in Q1 2022.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Professional Financial Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.