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

Prosperity 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 		$6.89M Sell
18,831
-101
-0.5% -$34.4K 1.58% 19
2026
Q1 		$5.72M Buy
18,932
+417
+2% +$131K 1.45% 19
2025
Q4 		$5.59M Buy
18,515
+74
+0.4% +$22.3K 1.46% 19
2025
Q3 		$5.49M Sell
18,441
-400
-2% -$115K 1.48% 19
2025
Q2 		$5.22M Buy
18,841
+579
+3% +$149K 1.51% 19
2025
Q1 		$4.6M Buy
18,262
+68
+0.4% +$18.8K 1.44% 19
2024
Q4 		$5.1M Sell
18,194
-418
-2% -$118K 1.63% 16
2024
Q3 		$4.98M Buy
18,612
+20
+0.1% +$5.13K 1.58% 17
2024
Q2 		$4.65M Buy
18,592
+284
+2% +$70.9K 1.59% 16
2024
Q1 		$4.77M Buy
18,308
+887
+5% +$218K 1.65% 16
2023
Q4 		$4.21M Buy
17,421
+1,013
+6% +$220K 1.58% 16
2023
Q3 		$3.51M Buy
16,408
+707
+5% +$161K 1.47% 16
2023
Q2 		$3.61M Buy
15,701
+1,099
+8% +$239K 1.49% 16
2023
Q1 		$3.16M Buy
14,602
+981
+7% +$212K 1.38% 19
2022
Q4 		$2.82M Hold
13,621
– – 1.39% 20
2022
Q3 		$2.66M Buy
13,621
+3,789
+39% +$813K 1.39% 20
2022
Q2 		$2.55M Hold
9,832
– – 1.3% 22
2022
Q1 		$2.95M Hold
9,832
– – 1.44% 21
2021
Q4 		$2.77M Buy
9,832
+876
+10% +$251K 1.4% 21
2021
Q3 		$2.51M Buy
8,956
+317
+4% +$90.7K 1.37% 22
2021
Q2 		$2.5M Buy
8,639
+699
+9% +$196K 1.55% 21
2021
Q1 		$2.18M Buy
7,940
+650
+9% +$183K 1.55% 22
2020
Q4 		$1.95M Buy
+7,290
New +$1.76M 1.65% 21

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

Prosperity Planning's VBK Position: Q2 2026 in Review

Prosperity Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.53% in Q2 2026, selling an estimated $34.4K and leaving 18,831 shares worth $6.89M. The position accounts for 1.58% of the portfolio, ranked #19.

Prosperity Planning first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Prosperity Planning held 18,831 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.89M as of Q2 2026.
  • Prosperity Planning sold 101 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $34.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.58% of Prosperity Planning's portfolio in Q2 2026, its #19 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.