RKL Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $654K | Sell |
1,790
-4
| -0.2% | -$1.36K | 0.05% | 121 |
|
|
2026
Q1 | $542K | Sell |
1,794
-9
| -0.5% | -$2.83K | 0.05% | 121 |
|
|
2025
Q4 | $545K | Sell |
1,803
-17
| -0.9% | -$5.13K | 0.04% | 125 |
|
|
2025
Q3 | $542K | Sell |
1,820
-95
| -5% | -$27.4K | 0.05% | 120 |
|
|
2025
Q2 | $530K | Hold |
1,915
| – | – | 0.05% | 125 |
|
|
2025
Q1 | $482K | Hold |
1,915
| – | – | 0.05% | 123 |
|
|
2024
Q4 | $536K | Hold |
1,915
| – | – | 0.05% | 121 |
|
|
2024
Q3 | $512K | Sell |
1,915
-4
| -0.2% | -$1.02K | 0.05% | 102 |
|
|
2024
Q2 | $480K | Sell |
1,919
-276
| -13% | -$68.9K | 0.05% | 98 |
|
|
2024
Q1 | $572K | Sell |
2,195
-7
| -0.3% | -$1.72K | 0.06% | 91 |
|
|
2023
Q4 | $532K | Sell |
2,202
-21
| -0.9% | -$4.56K | 0.06% | 95 |
|
|
2023
Q3 | $476K | Buy |
2,223
+156
| +8% | +$35.5K | 0.06% | 94 |
|
|
2023
Q2 | $475K | Sell |
2,067
-39
| -2% | -$8.48K | 0.06% | 97 |
|
|
2023
Q1 | $456K | Buy |
2,106
+1
| +0% | +$216 | 0.06% | 99 |
|
|
2022
Q4 | $422K | Sell |
2,105
-1
| -0% | -$205 | 0.06% | 98 |
|
|
2022
Q3 | $411K | Hold |
2,106
| – | – | 0.06% | 98 |
|
|
2022
Q2 | $415K | Sell |
2,106
-11
| -0.5% | -$2.38K | 0.06% | 98 |
|
|
2022
Q1 | $525K | Hold |
2,117
| – | – | 0.06% | 93 |
|
|
2021
Q4 | $596K | Sell |
2,117
-59
| -3% | -$16.9K | 0.07% | 86 |
|
|
2021
Q3 | $610K | Hold |
2,176
| – | – | 0.08% | 84 |
|
|
2021
Q2 | $631K | Hold |
2,176
| – | – | 0.08% | 86 |
|
|
2021
Q1 | $598K | Hold |
2,176
| – | – | 0.08% | 86 |
|
|
2020
Q4 | $583K | Hold |
2,176
| – | – | 0.08% | 89 |
|
|
2020
Q3 | $468K | Hold |
2,176
| – | – | 0.07% | 89 |
|
|
2020
Q2 | $434K | Hold |
2,176
| – | – | 0.07% | 91 |
|
|
2020
Q1 | $327K | Hold |
2,176
| – | – | 0.07% | 95 |
|
|
2019
Q4 | $432K | Sell |
2,176
-198
| -8% | -$37.6K | 0.08% | 97 |
|
|
2019
Q3 | $433K | Hold |
2,374
| – | – | 0.08% | 98 |
|
|
2019
Q2 | $442K | Sell |
2,374
-133
| -5% | -$24.2K | 0.08% | 98 |
|
|
2019
Q1 | $450K | Buy |
2,507
+72
| +3% | +$12.4K | 0.09% | 104 |
|
|
2018
Q4 | $367K | Sell |
2,435
-177
| -7% | -$29.2K | 0.08% | 102 |
|
|
2018
Q3 | $489K | Sell |
2,612
-8
| -0.3% | -$1.47K | 0.1% | 100 |
|
|
2018
Q2 | $460K | Buy |
2,620
+1
| +0% | +$172 | 0.1% | 105 |
|
|
2018
Q1 | $430K | Sell |
2,619
-483
| -16% | -$79.7K | 0.1% | 105 |
|
|
2017
Q4 | $499K | Sell |
3,102
-399
| -11% | -$62.7K | 0.12% | 101 |
|
|
2017
Q3 | $535K | Buy |
3,501
+3
| +0.1% | +$441 | 0.15% | 101 |
|
|
2017
Q2 | $510K | Buy |
+3,498
| New | +$501K | 0.16% | 103 |
|
Other funds holding VBK
EWA
MG
RKL Wealth Management's VBK Position: Q2 2026 in Review
RKL Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.22% in Q2 2026, selling an estimated $1.36K and leaving 1,790 shares worth $654K. The position accounts for 0.05% of the portfolio, ranked #121.
RKL Wealth Management first reported a position in VBK in Q2 2017 and has held it in 37 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- RKL Wealth Management held 1,790 shares of Vanguard Morningstar Small-Cap Growth ETF worth $654K as of Q2 2026.
- RKL Wealth Management sold 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.36K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of RKL Wealth Management's portfolio in Q2 2026, its #121 holding.
- RKL Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2017 and has held it in 37 quarters since.
- 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on RKL Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.