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

Steelhead 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 Q1	$589K	Buy	+1,952	New	+$614K	0.3%	49

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Steelhead Wealth Management's VBK Position: Q1 2026 in Review

Steelhead Wealth Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 1,952 shares worth $589K. The stake represents 0.3% of the portfolio and ranks #49 among its holdings.

1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Steelhead Wealth Management held 1,952 shares of Vanguard Morningstar Small-Cap Growth ETF worth $589K as of Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Steelhead Wealth Management position in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.3% of Steelhead Wealth Management's portfolio in Q1 2026, its #49 holding.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Steelhead Wealth Management's 13F filing for Q1 2026, filed 16 Jun 2026.