Sensible Money’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sensible Money’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	$515K	Buy	1,407 +13	+0.9%	+$4.43K	0.14%	49
2026 Q1	$421K	Hold	1,394	–	–	0.13%	54
2025 Q4	$421K	Hold	1,394	–	–	0.13%	54
2025 Q3	$415K	Hold	1,394	–	–	0.14%	51
2025 Q2	$386K	Hold	1,394	–	–	0.15%	52
2025 Q1	$351K	Hold	1,394	–	–	0.15%	51
2024 Q4	$390K	Hold	1,394	–	–	0.17%	50
2024 Q3	$373K	Hold	1,394	–	–	0.16%	54
2024 Q2	$349K	Hold	1,394	–	–	0.17%	54
2024 Q1	$363K	Sell	1,394 -34	-2%	-$8.35K	0.2%	51
2023 Q4	$345K	Hold	1,428	–	–	0.21%	48
2023 Q3	$306K	Sell	1,428 -161	-10%	-$36.6K	0.22%	50
2023 Q2	$365K	Hold	1,589	–	–	0.27%	40
2023 Q1	$344K	Hold	1,589	–	–	0.3%	43
2022 Q4	$319K	Buy	+1,589	New	+$325K	0.34%	46

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Sensible Money's VBK Position: Q2 2026 in Review

Sensible Money increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.93% in Q2 2026, buying an estimated $4.43K and bringing the position to 1,407 shares worth $515K. The position accounts for 0.14% of the portfolio, ranked #49.

Sensible Money first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sensible Money held 1,407 shares of Vanguard Morningstar Small-Cap Growth ETF worth $515K as of Q2 2026.
Sensible Money bought 13 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.43K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Sensible Money's portfolio in Q2 2026, its #49 holding.
Sensible Money first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sensible Money's 13F filing for Q2 2026, filed 30 Jul 2026.