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Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Schneider Downs Wealth Management 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 		$12.1M Sell
33,134
-838
-2% -$285K 1.14% 19
2026
Q1 		$10.3M Buy
33,972
+579
+2% +$182K 1.13% 19
2025
Q4 		$10.1M Buy
33,393
+372
+1% +$112K 1.14% 19
2025
Q3 		$9.83M Buy
33,021
+438
+1% +$126K 1.17% 19
2025
Q2 		$9.02M Buy
32,583
+30,495
+1,460% +$7.85M 1.35% 19
2025
Q1 		$526K Hold
2,088
– – 0.1% 82
2024
Q4 		$585K Buy
2,088
+3
+0.1% +$848 0.11% 79
2024
Q3 		$557K Buy
2,085
+85
+4% +$21.8K 0.11% 78
2024
Q2 		$500K Hold
2,000
– – 0.11% 75
2024
Q1 		$521K Buy
+2,000
New +$491K 0.12% 75

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

Schneider Downs Wealth Management Advisors's VBK Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.5% in Q2 2026, selling an estimated $285K and leaving 33,134 shares worth $12.1M. The position accounts for 1.14% of the portfolio, ranked #19.

Schneider Downs Wealth Management Advisors first reported a position in VBK in Q1 2024 and has held it in 10 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Schneider Downs Wealth Management Advisors held 33,134 shares of Vanguard Morningstar Small-Cap Growth ETF worth $12.1M as of Q2 2026.
  • Schneider Downs Wealth Management Advisors sold 838 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $285K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.14% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #19 holding.
  • Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.