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Stonebridge Financial Planning Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stonebridge Financial Planning Group’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 		$913K Buy
3,022
+57
+2% +$17.9K 0.34% 88
2025
Q4 		$896K Buy
2,965
+1
+0% +$302 0.32% 90
2025
Q3 		$882K Sell
2,964
-464
-14% -$134K 0.33% 87
2025
Q2 		$949K Sell
3,428
-381
-10% -$98.1K 0.4% 75
2025
Q1 		$959K Buy
3,809
+290
+8% +$80.4K 0.44% 72
2024
Q4 		$986K Buy
3,519
+426
+14% +$120K 0.44% 65
2024
Q3 		$827K Hold
3,093
– – 0.39% 73
2024
Q2 		$774K Sell
3,093
-571
-16% -$142K 0.39% 73
2024
Q1 		$955K Buy
3,664
+698
+24% +$171K 0.51% 55
2023
Q4 		$717K Buy
2,966
+57
+2% +$12.4K 0.41% 69
2023
Q3 		$623K Buy
2,909
+711
+32% +$162K 0.4% 64
2023
Q2 		$505K Buy
2,198
+295
+16% +$64.2K 0.31% 76
2023
Q1 		$412K Buy
+1,903
New +$411K 0.27% 90
2022
Q3 		– Sell
-2,096
Closed -$413K – 122
2022
Q2 		$413K Sell
2,096
-310
-13% -$67.2K 0.28% 81
2022
Q1 		$597K Sell
2,406
-225
-9% -$55.4K 0.33% 63
2021
Q4 		$622K Buy
2,631
+35
+1% +$10K 0.33% 63
2021
Q3 		$788K Sell
2,596
-265
-9% -$75.9K 0.39% 57
2021
Q2 		$824K Buy
2,861
+717
+33% +$201K 0.44% 51
2021
Q1 		$601K Buy
2,144
+843
+65% +$238K 0.35% 57
2020
Q4 		$348K Sell
1,301
-140
-10% -$33.9K 0.22% 73
2020
Q3 		$332K Sell
1,441
-839
-37% -$177K 0.24% 68
2020
Q2 		$459K Sell
2,280
-317
-12% -$57.2K 0.39% 53
2020
Q1 		$410K Sell
2,597
-1,354
-34% -$251K 0.41% 51
2019
Q4 		$785K Buy
+3,951
New +$750K 0.71% 35

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stonebridge Financial Planning Group's VBK Position: Q1 2026 in Review

Stonebridge Financial Planning Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.9% in Q1 2026, buying an estimated $17.9K and bringing the position to 3,022 shares worth $913K. The position accounts for 0.34% of the portfolio, ranked #88.

Stonebridge Financial Planning Group first reported a position in VBK in Q4 2019 and has held it in 24 quarters since. The position peaked at $986K in Q4 2024. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Stonebridge Financial Planning Group held 3,022 shares of Vanguard Morningstar Small-Cap Growth ETF worth $913K as of Q1 2026.
  • Stonebridge Financial Planning Group bought 57 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $17.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.34% of Stonebridge Financial Planning Group's portfolio in Q1 2026, its #88 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $986K in Q4 2024.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q1 2026, filed 8 May 2026.