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Strategic Advocates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Strategic Advocates’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 		– Sell
-20
Closed -$6.1K – 596
2025
Q4 		$6.1K Hold
20
– – ﹤0.01% 412
2025
Q3 		$5.95K Buy
+20
New +$5.77K ﹤0.01% 394

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 $445B AUM 25.58% 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 $202B AUM 37.79% 1-Year Est. Return

Strategic Advocates's VBK Position: Q1 2026 in Review

Strategic Advocates sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 20 shares — an estimated $6.1K sold.

Strategic Advocates first reported a position in VBK in Q3 2025 and held it in 2 quarters. The position peaked at $6.1K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Strategic Advocates reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Strategic Advocates sold 20 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $6.1K.
  • Strategic Advocates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Strategic Advocates's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6.1K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Strategic Advocates's 13F filing for Q1 2026, filed 15 May 2026.