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

SteelPeak 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 		$645K Buy
1,763
+444
+34% +$151K 0.02% 387
2026
Q1 		$399K Buy
1,319
+58
+5% +$18.2K 0.01% 411
2025
Q4 		$381K Sell
1,261
-760
-38% -$229K 0.01% 395
2025
Q3 		$602K Buy
2,021
+642
+47% +$185K 0.02% 364
2025
Q2 		$382K Sell
1,379
-240
-15% -$61.8K 0.01% 388
2025
Q1 		$408K Sell
1,619
-299
-16% -$82.9K 0.02% 377
2024
Q4 		$537K Buy
1,918
+798
+71% +$226K 0.02% 331
2024
Q3 		$299K Hold
1,120
– – 0.01% 393
2024
Q2 		$281K Sell
1,120
-100
-8% -$24.9K 0.01% 398
2024
Q1 		$318K Sell
1,220
-99
-8% -$24.3K 0.02% 354
2023
Q4 		$319K Buy
1,319
+99
+8% +$21.5K 0.02% 328
2023
Q3 		$261K Buy
1,220
+185
+18% +$42K 0.02% 352
2023
Q2 		$238K Buy
+1,035
New +$225K 0.01% 372
2022
Q1 		– Sell
-783
Closed -$221K – 488
2021
Q4 		$221K Buy
+783
New +$225K 0.01% 372

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

SteelPeak Wealth's VBK Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 34% in Q2 2026, buying an estimated $151K and bringing the position to 1,763 shares worth $645K. The position accounts for 0.02% of the portfolio, ranked #387.

SteelPeak Wealth first reported a position in VBK in Q4 2021 and has held it in 14 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SteelPeak Wealth held 1,763 shares of Vanguard Morningstar Small-Cap Growth ETF worth $645K as of Q2 2026.
  • SteelPeak Wealth bought 444 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $151K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of SteelPeak Wealth's portfolio in Q2 2026, its #387 holding.
  • SteelPeak Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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