SeaCrest Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

SeaCrest Wealth Management’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 Q1	–	Sell	-707	Closed	-$224K	–	672
2025 Q4	$224K	Hold	707	–	–	0.02%	550
2025 Q3	$216K	Sell	707 -137	-16%	-$39.5K	0.02%	572
2025 Q2	$234K	Buy	+844	New	+$217K	0.03%	522
2022 Q3	–	Sell	-646	Closed	-$127K	–	1481
2022 Q2	$127K	Buy	+646	New	+$140K	0.02%	765
2019 Q2	–	Sell	-128	Closed	-$23K	–	1778
2019 Q1	$23K	Sell	128 -1,788	-93%	-$307K	﹤0.01%	1240
2018 Q4	$289K	Buy	1,916 +1,287	+205%	+$212K	0.06%	341
2018 Q3	$118K	Buy	629 +19	+3%	+$3.49K	0.02%	688
2018 Q2	$107K	Buy	610 +24	+4%	+$4.12K	0.02%	699
2018 Q1	$96K	Hold	586	–	–	0.02%	717
2017 Q4	$94K	Buy	+586	New	+$92.1K	0.02%	737

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

SeaCrest Wealth Management's VBK Position: Q1 2026 in Review

SeaCrest Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 707 shares — an estimated $224K sold.

SeaCrest Wealth Management first reported a position in VBK in Q4 2017 and held it in 10 quarters. The position peaked at $289K in Q4 2018. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

SeaCrest Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
SeaCrest Wealth Management sold 707 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $224K.
SeaCrest Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 10 quarters.
SeaCrest Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $289K in Q4 2018.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on SeaCrest Wealth Management's 13F filing for Q1 2026, filed 15 Apr 2026.