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 Q2	$1.25M	Sell	3,430 -11	-0.3%	-$3.75K	0.02%	298
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 $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sagespring Wealth Partners's VBK Position: Q2 2026 in Review

Sagespring Wealth Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.32% in Q2 2026, selling an estimated $3.75K and leaving 3,430 shares worth $1.25M. The position accounts for 0.02% of the portfolio, ranked #298.

Sagespring Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sagespring Wealth Partners held 3,430 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.25M as of Q2 2026.
Sagespring Wealth Partners sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.75K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q2 2026, its #298 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sagespring Wealth Partners's 13F filing for Q2 2026, filed 3 Aug 2026.