Reflection Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Reflection Asset 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	$12.1K	Buy	+39	New	+$11.8K	0.01%	451

Other funds holding VBK

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 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

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

Align Financial Hermantown, Minnesota $202M AUM

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

Reflection Asset Management's VBK Position: Q4 2025 in Review

Reflection Asset Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025: 39 shares worth $12.1K. The stake represents 0.01% of the portfolio and ranks #451 among its holdings.

1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Reflection Asset Management held 39 shares of Vanguard Morningstar Small-Cap Growth ETF worth $12.1K as of Q4 2025.
Vanguard Morningstar Small-Cap Growth ETF was a new Reflection Asset Management position in Q4 2025.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Reflection Asset Management's portfolio in Q4 2025, its #451 holding.
1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Reflection Asset Management's 13F filing for Q4 2025, filed 2 Mar 2026.