Retirement Planning Group (Kansas)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Retirement Planning Group (Kansas)’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	$1.2M	Buy	3,960 +130	+3%	+$40.9K	0.04%	191
2025 Q4	$1.16M	Sell	3,830 -29	-0.8%	-$8.75K	0.04%	175
2025 Q3	$1.15M	Sell	3,859 -28	-0.7%	-$8.08K	0.04%	168
2025 Q2	$1.08M	Sell	3,887 -1,193	-23%	-$307K	0.05%	137
2025 Q1	$1.28M	Sell	5,080 -2,534	-33%	-$702K	0.06%	110
2024 Q4	$2.13M	Sell	7,614 -3,479	-31%	-$983K	0.11%	74
2024 Q3	$2.97M	Buy	11,093 +1,685	+18%	+$432K	0.16%	66
2024 Q2	$2.35M	Buy	9,408 +5,839	+164%	+$1.46M	0.15%	65
2024 Q1	$931K	Buy	3,569 +2,477	+227%	+$608K	0.07%	106
2023 Q4	$264K	Buy	+1,092	New	+$237K	0.02%	152

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Retirement Planning Group (Kansas)'s VBK Position: Q1 2026 in Review

Retirement Planning Group (Kansas) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.4% in Q1 2026, buying an estimated $40.9K and bringing the position to 3,960 shares worth $1.2M. The position accounts for 0.04% of the portfolio, ranked #191.

Retirement Planning Group (Kansas) first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. The position peaked at $2.97M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Retirement Planning Group (Kansas) held 3,960 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.2M as of Q1 2026.
Retirement Planning Group (Kansas) bought 130 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $40.9K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Retirement Planning Group (Kansas)'s portfolio in Q1 2026, its #191 holding.
Retirement Planning Group (Kansas) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Retirement Planning Group (Kansas)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.97M in Q3 2024.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Retirement Planning Group (Kansas)'s 13F filing for Q1 2026, filed 4 May 2026.