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

Sightline 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	$636K	Sell	1,739 -628	-27%	-$214K	0.23%	51
2026 Q1	$715K	Sell	2,367 -1,256	-35%	-$395K	0.3%	44
2025 Q4	$1.09M	Buy	3,623 +2,209	+156%	+$666K	0.47%	37
2025 Q3	$421K	Buy	1,414 +419	+42%	+$121K	0.19%	61
2025 Q2	$276K	Sell	995 -99	-9%	-$25.5K	0.13%	69
2025 Q1	$275K	Sell	1,094 -3	-0.3%	-$831	0.15%	67
2024 Q4	$307K	Hold	1,097	–	–	0.17%	65
2024 Q3	$293K	Hold	1,097	–	–	0.16%	66
2024 Q2	$274K	Hold	1,097	–	–	0.17%	65
2024 Q1	$286K	Hold	1,097	–	–	0.19%	64
2023 Q4	$265K	Buy	1,097 +1	+0.1%	+$217	0.2%	60
2023 Q3	$235K	Buy	1,096 +118	+12%	+$26.8K	0.22%	59
2023 Q2	$212K	Hold	978	–	–	0.21%	52
2023 Q1	$212K	Buy	+978	New	+$211K	0.22%	50

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

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

Sightline Wealth Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q2 2026, selling an estimated $214K and leaving 1,739 shares worth $636K. The position accounts for 0.23% of the portfolio, ranked #51.

Sightline Wealth Advisors first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $1.09M in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sightline Wealth Advisors held 1,739 shares of Vanguard Morningstar Small-Cap Growth ETF worth $636K as of Q2 2026.
Sightline Wealth Advisors sold 628 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $214K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.23% of Sightline Wealth Advisors's portfolio in Q2 2026, its #51 holding.
Sightline Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Sightline Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.09M in Q4 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sightline Wealth Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.