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

Smith Salley 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	$254K	Sell	695 -25	-3%	-$8.52K	0.01%	250
2026 Q1	$218K	Hold	720	–	–	0.01%	258
2025 Q4	$218K	Hold	720	–	–	0.01%	252
2025 Q3	$214K	Sell	720 -6	-0.8%	-$1.73K	0.01%	256
2025 Q2	$201K	Buy	+726	New	+$187K	0.01%	254

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

Smith Salley Wealth Management's VBK Position: Q2 2026 in Review

Smith Salley Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2026, selling an estimated $8.52K and leaving 695 shares worth $254K. The position accounts for 0.01% of the portfolio, ranked #250.

Smith Salley Wealth Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Smith Salley Wealth Management held 695 shares of Vanguard Morningstar Small-Cap Growth ETF worth $254K as of Q2 2026.
Smith Salley 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 0.01% of Smith Salley Wealth Management's portfolio in Q2 2026, its #250 holding.
Smith Salley Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Smith Salley Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.