Rehmann Capital Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Rehmann Capital Advisory Group’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	-673	Closed	-$200K	–	686
2025 Q3	$200K	Buy	+673	New	+$194K	0.01%	615
2019 Q3	–	Sell	-26	Closed	-$4.88K	–	2108
2019 Q2	$4.88K	Hold	26	–	–	﹤0.01%	1565
2019 Q1	$4.71K	Buy	+26	New	+$4.46K	﹤0.01%	1545
2018 Q4	–	Sell	-51	Closed	-$9.57K	–	2114
2018 Q3	$9.57K	Buy	51 +25	+96%	+$4.6K	﹤0.01%	1374
2018 Q2	$4.58K	Sell	26 -194	-88%	-$33.3K	﹤0.01%	1563
2018 Q1	$36K	Buy	+220	New	+$36.3K	0.01%	880

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

Rehmann Capital Advisory Group's VBK Position: Q4 2025 in Review

Rehmann Capital Advisory Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 673 shares — an estimated $200K sold.

Rehmann Capital Advisory Group first reported a position in VBK in Q1 2018 and held it in 6 quarters. The position peaked at $200K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Rehmann Capital Advisory Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Rehmann Capital Advisory Group sold 673 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $200K.
Rehmann Capital Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and held it in 6 quarters.
Rehmann Capital Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $200K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Rehmann Capital Advisory Group's 13F filing for Q4 2025, filed 4 Mar 2026.