RPCA
VBK icon

Running Point Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Running Point Capital Advisors’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 		$3.63K Hold
12
– – ﹤0.01% 177
2025
Q3 		$3.57K Hold
12
– – ﹤0.01% 182
2025
Q2 		$3.32K Hold
12
– – ﹤0.01% 174
2025
Q1 		$3.02K Buy
+12
New +$3.33K ﹤0.01% 169

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Running Point Capital Advisors's VBK Position: Q4 2025 in Review

Running Point Capital Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q4 2025 at 12 shares worth $3.63K. The position accounts for ﹤0.01% of the portfolio, ranked #177.

Running Point Capital Advisors first reported a position in VBK in Q1 2025 and has held it in 4 quarters since. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Running Point Capital Advisors held 12 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.63K as of Q4 2025.
  • Running Point Capital Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q4 2025.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Running Point Capital Advisors's portfolio in Q4 2025, its #177 holding.
  • Running Point Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
  • 1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Running Point Capital Advisors's 13F filing for Q4 2025, filed 17 Feb 2026.