SWM
VBK icon

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

Silverlake 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
Q2 		$746K Sell
2,041
-25
-1% -$8.52K 0.14% 181
2026
Q1 		$625K Buy
2,066
+39
+2% +$12.3K 0.13% 176
2025
Q4 		$612K Buy
2,027
+47
+2% +$14.2K 0.14% 168
2025
Q3 		$589K Buy
1,980
+237
+14% +$68.4K 0.14% 163
2025
Q2 		$483K Sell
1,743
-32
-2% -$8.24K 0.14% 172
2025
Q1 		$447K Buy
1,775
+295
+20% +$81.7K 0.17% 148
2024
Q4 		$415K Buy
1,480
+87
+6% +$24.6K 0.16% 154
2024
Q3 		$373K Buy
1,393
+264
+23% +$67.6K 0.14% 174
2024
Q2 		$282K Sell
1,129
-109
-9% -$27.2K 0.12% 198
2024
Q1 		$323K Sell
1,238
-270
-18% -$66.3K 0.16% 160
2023
Q4 		$364K Buy
1,508
+270
+22% +$58.6K 0.2% 134
2023
Q3 		$265K Buy
1,238
+303
+32% +$68.9K 0.15% 178
2023
Q2 		$215K Buy
+935
New +$203K 0.12% 199

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Silverlake Wealth Management's VBK Position: Q2 2026 in Review

Silverlake Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.2% in Q2 2026, selling an estimated $8.52K and leaving 2,041 shares worth $746K. The position accounts for 0.14% of the portfolio, ranked #181.

Silverlake Wealth Management first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Silverlake Wealth Management held 2,041 shares of Vanguard Morningstar Small-Cap Growth ETF worth $746K as of Q2 2026.
  • Silverlake Wealth Management sold 25 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.52K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Silverlake Wealth Management's portfolio in Q2 2026, its #181 holding.
  • Silverlake Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Silverlake Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.