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

rebel Financial’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
Q1 		$2.85M Sell
9,431
-321
-3% -$101K 1.24% 34
2025
Q4 		$2.95M Buy
+9,752
New +$2.94M 1.26% 34
2025
Q3 		– Sell
-10,152
Closed -$2.93M – 33
2025
Q2 		$2.82M Buy
+10,152
New +$2.61M 1.28% 33

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

rebel Financial's VBK Position: Q1 2026 in Review

rebel Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.3% in Q1 2026, selling an estimated $101K and leaving 9,431 shares worth $2.85M. The position accounts for 1.24% of the portfolio, ranked #34.

rebel Financial first reported a position in VBK in Q2 2025 and has held it in 3 quarters since. The position peaked at $2.95M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • rebel Financial held 9,431 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.85M as of Q1 2026.
  • rebel Financial sold 321 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $101K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.24% of rebel Financial's portfolio in Q1 2026, its #34 holding.
  • rebel Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.95M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.