Sagespring Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sagespring Wealth Partners’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	$1.04M	Sell	3,441 -83	-2%	-$26.1K	0.02%	313
2025 Q4	$1.06M	Sell	3,524 -41	-1%	-$12.4K	0.02%	300
2025 Q3	$1.06M	Sell	3,565 -204	-5%	-$58.9K	0.02%	292
2025 Q2	$1.04M	Buy	3,769 +335	+10%	+$86.3K	0.02%	278
2025 Q1	$865K	Buy	3,434 +87	+3%	+$24.1K	0.02%	267
2024 Q4	$937K	Buy	+3,347	New	+$946K	0.02%	232

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

Sagespring Wealth Partners's VBK Position: Q1 2026 in Review

Sagespring Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q1 2026, selling an estimated $26.1K and leaving 3,441 shares worth $1.04M. The position accounts for 0.02% of the portfolio, ranked #313.

Sagespring Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.06M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Sagespring Wealth Partners held 3,441 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.04M as of Q1 2026.
Sagespring Wealth Partners sold 83 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $26.1K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q1 2026, its #313 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Sagespring Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.06M in Q4 2025.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.