Strategic Family Wealth Counselors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Strategic Family Wealth Counselors’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	$1.26M	Hold	3,439	–	–	0.29%	65
2026 Q1	$1.04M	Sell	3,439 -155	-4%	-$48.7K	0.27%	68
2025 Q4	$1.15M	Buy	3,594 +742	+26%	+$224K	0.26%	74
2025 Q3	$849K	Buy	+2,852	New	+$823K	0.22%	71
2025 Q2	–	Sell	-912	Closed	-$230K	–	149
2025 Q1	$230K	Buy	+912	New	+$253K	0.07%	128
2024 Q1	–	Sell	-853	Closed	-$206K	–	122
2023 Q4	$206K	Buy	+853	New	+$185K	0.09%	112
2022 Q1	–	Sell	-867	Closed	-$244K	–	107
2021 Q4	$244K	Buy	+867	New	+$249K	0.08%	90

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Strategic Family Wealth Counselors's VBK Position: Q2 2026 in Review

Strategic Family Wealth Counselors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 3,439 shares worth $1.26M. The position accounts for 0.29% of the portfolio, ranked #65.

Strategic Family Wealth Counselors first reported a position in VBK in Q4 2021 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Strategic Family Wealth Counselors held 3,439 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.26M as of Q2 2026.
Strategic Family Wealth Counselors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.29% of Strategic Family Wealth Counselors's portfolio in Q2 2026, its #65 holding.
Strategic Family Wealth Counselors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Strategic Family Wealth Counselors's 13F filing for Q2 2026, filed 14 Aug 2026.