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

SkyOak Wealth’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 		$8M Sell
21,886
-797
-4% -$271K 1.31% 21
2026
Q1 		$6.86M Sell
22,683
-9
-0% -$2.83K 1.26% 22
2025
Q4 		$6.86M Sell
22,692
-8
-0% -$2.41K 1.23% 24
2025
Q3 		$6.76M Sell
22,700
-637
-3% -$184K 1.28% 22
2025
Q2 		$6.46M Hold
23,337
– – 1.3% 23
2025
Q1 		$5.88M Buy
23,337
+371
+2% +$103K 1.29% 23
2024
Q4 		$6.43M Sell
22,966
-66
-0.3% -$18.7K 1.38% 22
2024
Q3 		$6.16M Sell
23,032
-1,525
-6% -$391K 1.36% 19
2024
Q2 		$6.14M Buy
24,557
+70
+0.3% +$17.5K 1.43% 18
2024
Q1 		$6.38M Buy
24,487
+209
+0.9% +$51.3K 1.53% 17
2023
Q4 		$5.87M Sell
24,278
-532
-2% -$115K 1.53% 17
2023
Q3 		$5.31M Sell
24,810
-248
-1% -$56.4K 1.55% 17
2023
Q2 		$5.76M Buy
25,058
+352
+1% +$76.6K 1.63% 15
2023
Q1 		$5.35M Sell
24,706
-1,231
-5% -$266K 1.63% 14
2022
Q4 		$5.2M Sell
25,937
-1,604
-6% -$328K 1.75% 12
2022
Q3 		$5.37M Buy
27,541
+31
+0.1% +$6.65K 1.93% 11
2022
Q2 		$5.42M Buy
+27,510
New +$5.96M 1.85% 11
2020
Q1 		– Sell
-2,730
Closed -$542K – 299
2019
Q4 		$542K Buy
+2,730
New +$518K 0.17% 146

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

SkyOak Wealth's VBK Position: Q2 2026 in Review

SkyOak Wealth reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2026, selling an estimated $271K and leaving 21,886 shares worth $8M. The position accounts for 1.31% of the portfolio, ranked #21.

SkyOak Wealth first reported a position in VBK in Q4 2019 and has held it in 18 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SkyOak Wealth held 21,886 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8M as of Q2 2026.
  • SkyOak Wealth sold 797 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $271K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.31% of SkyOak Wealth's portfolio in Q2 2026, its #21 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.