Raleigh Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Raleigh Capital 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
2025 Q4	–	Sell	-15	Closed	-$4.47K	–	614
2025 Q3	$4.47K	Hold	15	–	–	﹤0.01%	381
2025 Q2	$4.15K	Buy	+15	New	+$3.86K	﹤0.01%	383
2025 Q1	–	Sell	-148	Closed	-$41.3K	–	1033
2024 Q4	$41.3K	Buy	148 +13	+10%	+$3.67K	0.02%	346
2024 Q3	$36.2K	Hold	135	–	–	0.01%	359
2024 Q2	$33.9K	Sell	135 -14	-9%	-$3.49K	0.01%	355
2024 Q1	$38.9K	Buy	149 +14	+10%	+$3.44K	0.02%	333
2023 Q4	$32.7K	Hold	135	–	–	0.02%	342
2023 Q3	$29K	Buy	135 +7	+5%	+$1.59K	0.01%	333
2023 Q2	$29.4K	Buy	128 +40	+45%	+$8.7K	0.01%	317
2023 Q1	$19.1K	Buy	88 +38	+76%	+$8.21K	0.01%	379
2022 Q4	$10K	Hold	50	–	–	0.01%	439
2022 Q3	$10K	Hold	50	–	–	0.01%	370
2022 Q2	$10K	Hold	50	–	–	0.01%	353
2022 Q1	$12K	Buy	+50	New	+$12.3K	0.01%	345

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Raleigh Capital Management's VBK Position: Q4 2025 in Review

Raleigh Capital Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 15 shares — an estimated $4.47K sold.

Raleigh Capital Management first reported a position in VBK in Q1 2022 and held it in 14 quarters. The position peaked at $41.3K in Q4 2024. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Raleigh Capital Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Raleigh Capital Management sold 15 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $4.47K.
Raleigh Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and held it in 14 quarters.
Raleigh Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $41.3K in Q4 2024.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Raleigh Capital Management's 13F filing for Q4 2025, filed 21 Jan 2026.