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Savvy Advisors Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Savvy Advisors Inc’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 		$1.03M Buy
2,820
+393
+16% +$134K 0.02% 520
2026
Q1 		$734K Buy
2,427
+262
+12% +$82.3K 0.02% 524
2025
Q4 		$654K Buy
2,165
+895
+70% +$270K 0.02% 477
2025
Q3 		$378K Sell
1,270
-33
-3% -$9.53K 0.02% 532
2025
Q2 		$361K Buy
+1,303
New +$336K 0.02% 444

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

Savvy Advisors Inc's VBK Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 16% in Q2 2026, buying an estimated $134K and bringing the position to 2,820 shares worth $1.03M. The position accounts for 0.02% of the portfolio, ranked #520.

Savvy Advisors Inc first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Savvy Advisors Inc held 2,820 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.03M as of Q2 2026.
  • Savvy Advisors Inc bought 393 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $134K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Savvy Advisors Inc's portfolio in Q2 2026, its #520 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.