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Revisor Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Revisor Wealth 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
2026
Q2 		$1.71M Buy
4,678
+1,793
+62% +$611K 0.41% 56
2026
Q1 		$872K Buy
2,885
+184
+7% +$57.8K 0.24% 108
2025
Q4 		$882K Sell
2,701
-2,361
-47% -$712K 0.24% 105
2025
Q3 		$1.54M Sell
5,062
-71
-1% -$20.5K 0.53% 37
2025
Q2 		$1.45M Sell
5,133
-126
-2% -$32.4K 0.52% 36
2025
Q1 		$1.32M Buy
5,259
+1,765
+51% +$489K 0.59% 35
2024
Q4 		$997K Buy
3,494
+2,030
+139% +$574K 0.92% 25
2024
Q3 		$391K Sell
1,464
-157
-10% -$40.2K 0.24% 99
2024
Q2 		$405K Sell
1,621
-1,044
-39% -$260K 0.28% 81
2024
Q1 		$671K Buy
2,665
+1,144
+75% +$281K 0.3% 79
2023
Q4 		$368K Sell
1,521
-589
-28% -$128K 0.42% 50
2023
Q3 		$452K Buy
2,110
+33
+2% +$7.5K 0.38% 59
2023
Q2 		$477K Sell
2,077
-192
-8% -$41.8K 0.43% 55
2023
Q1 		$491K Buy
+2,269
New +$490K 0.45% 51

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Revisor Wealth Management's VBK Position: Q2 2026 in Review

Revisor Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 62% in Q2 2026, buying an estimated $611K and bringing the position to 4,678 shares worth $1.71M. The position accounts for 0.41% of the portfolio, ranked #56.

Revisor Wealth Management first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Revisor Wealth Management held 4,678 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.71M as of Q2 2026.
  • Revisor Wealth Management bought 1,793 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $611K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.41% of Revisor Wealth Management's portfolio in Q2 2026, its #56 holding.
  • Revisor Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Revisor Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.