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SC&H Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

SC&H Financial 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 		$283K Buy
773
+1
+0.1% +$341 0.04% 133
2026
Q1 		$233K Hold
772
– – 0.04% 142
2025
Q4 		$233K Buy
+772
New +$233K 0.04% 146
2025
Q3 		– Sell
-779
Closed -$216K – 158
2025
Q2 		$216K Buy
+779
New +$201K 0.04% 147

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

SC&H Financial Advisors's VBK Position: Q2 2026 in Review

SC&H Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.13% in Q2 2026, buying an estimated $341 and bringing the position to 773 shares worth $283K. The position accounts for 0.04% of the portfolio, ranked #133.

SC&H Financial Advisors first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SC&H Financial Advisors held 773 shares of Vanguard Morningstar Small-Cap Growth ETF worth $283K as of Q2 2026.
  • SC&H Financial Advisors bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of SC&H Financial Advisors's portfolio in Q2 2026, its #133 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.