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

SHP 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 		$14.2K Hold
47
– – ﹤0.01% 812
2025
Q4 		$14.2K Buy
+47
New +$14.2K ﹤0.01% 749

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

SHP Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 47 shares worth $14.2K. The position accounts for ﹤0.01% of the portfolio, ranked #812.

SHP Wealth Management first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • SHP Wealth Management held 47 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.2K as of Q1 2026.
  • SHP Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q1 2026, its #812 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on SHP Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.