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

SFMG 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	$225K	Buy	+614	New	+$209K	0.01%	291
2022 Q1	–	Sell	-806	Closed	-$227K	–	326
2021 Q4	$227K	Hold	806	–	–	0.02%	251
2021 Q3	$226K	Sell	806 -193	-19%	-$55.2K	0.03%	223
2021 Q2	$290K	Buy	999 +93	+10%	+$26K	0.03%	200
2021 Q1	$249K	Hold	906	–	–	0.03%	205
2020 Q4	$242K	Buy	+906	New	+$219K	0.03%	190

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

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

SFMG Wealth Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 614 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #291 among its holdings. This is a return to the name: SFMG Wealth Advisors previously reported a position in VBK as recently as Q4 2021.

SFMG Wealth Advisors first reported a position in VBK in Q4 2020 and has held it in 6 quarters since. The position peaked at $290K in Q2 2021. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

SFMG Wealth Advisors held 614 shares of Vanguard Morningstar Small-Cap Growth ETF worth $225K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new SFMG Wealth Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of SFMG Wealth Advisors's portfolio in Q2 2026, its #291 holding.
SFMG Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 6 quarters since.
SFMG Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $290K in Q2 2021.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SFMG Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.