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Sax Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sax Wealth 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
2026
Q2 		$1.91M Buy
6,327
+675
+12% +$230K 0.08% 154
2026
Q1 		$1.71M Sell
5,652
-192
-3% -$60.3K 0.08% 133
2025
Q4 		$1.77M Sell
5,844
-8
-0.1% -$2.41K 0.08% 132
2025
Q3 		$1.74M Sell
5,852
-165
-3% -$47.6K 0.09% 119
2025
Q2 		$1.67M Buy
6,017
+5,136
+583% +$1.32M 0.1% 115
2025
Q1 		$222K Sell
881
-188
-18% -$52.1K 0.02% 338
2024
Q4 		$299K Hold
1,069
– – 0.02% 267
2024
Q3 		$286K Sell
1,069
-82
-7% -$21K 0.03% 225
2024
Q2 		$288K Hold
1,151
– – 0.03% 212
2024
Q1 		$300K Sell
1,151
-198
-15% -$48.6K 0.04% 148
2023
Q4 		$326K Buy
1,349
+192
+17% +$41.7K 0.05% 142
2023
Q3 		$248K Sell
1,157
-900
-44% -$205K 0.05% 154
2023
Q2 		$473K Sell
2,057
-39
-2% -$8.48K 0.09% 116
2023
Q1 		$454K Hold
2,096
– – 0.1% 115
2022
Q4 		$420K Buy
2,096
+1
+0% +$205 0.1% 116
2022
Q3 		$409K Buy
2,095
+257
+14% +$55.2K 0.11% 112
2022
Q2 		$362K Sell
1,838
-288
-14% -$62.4K 0.09% 123
2022
Q1 		$528K Sell
2,126
-192
-8% -$47.3K 0.13% 103
2021
Q4 		$653K Buy
2,318
+51
+2% +$14.6K 0.14% 97
2021
Q3 		$635K Hold
2,267
– – 0.15% 91
2021
Q2 		$657K Buy
2,267
+1
+0% +$280 0.23% 83
2021
Q1 		$622K Buy
2,266
+238
+12% +$67.1K 0.23% 82
2020
Q4 		$543K Buy
+2,028
New +$490K 0.25% 73

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

Sax Wealth Advisors's VBK Position: Q2 2026 in Review

Sax Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 12% in Q2 2026, buying an estimated $230K and bringing the position to 6,327 shares worth $1.91M. The position accounts for 0.08% of the portfolio, ranked #154.

Sax Wealth Advisors first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sax Wealth Advisors held 6,327 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.91M as of Q2 2026.
  • Sax Wealth Advisors bought 675 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Sax Wealth Advisors's portfolio in Q2 2026, its #154 holding.
  • Sax Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sax Wealth Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.