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Solutions 4 Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Solutions 4 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 		$833K Buy
2,278
+1
+0% +$341 1.08% 26
2026
Q1 		$688K Buy
2,277
+219
+11% +$68.8K 1.04% 29
2025
Q4 		$622K Sell
2,058
-318
-13% -$95.9K 0.94% 29
2025
Q3 		$707K Buy
2,376
+2
+0.1% +$577 1.1% 24
2025
Q2 		$658K Hold
2,374
– – 1.1% 24
2025
Q1 		$598K Buy
2,374
+2
+0.1% +$554 1.05% 23
2024
Q4 		$664K Buy
2,372
+1
+0% +$283 1.2% 22
2024
Q3 		$634K Sell
2,371
-23
-1% -$5.89K 1.24% 22
2024
Q2 		$599K Sell
2,394
-4
-0.2% -$998 1.36% 18
2024
Q1 		$625K Buy
2,398
+1
+0% +$246 1.76% 15
2023
Q4 		$580K Buy
+2,397
New +$520K 1.89% 15

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

Solutions 4 Wealth's VBK Position: Q2 2026 in Review

Solutions 4 Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.04% in Q2 2026, buying an estimated $341 and bringing the position to 2,278 shares worth $833K. The position accounts for 1.08% of the portfolio, ranked #26.

Solutions 4 Wealth first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Solutions 4 Wealth held 2,278 shares of Vanguard Morningstar Small-Cap Growth ETF worth $833K as of Q2 2026.
  • Solutions 4 Wealth bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.08% of Solutions 4 Wealth's portfolio in Q2 2026, its #26 holding.
  • Solutions 4 Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Solutions 4 Wealth's 13F filing for Q2 2026, filed 29 Jul 2026.