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

Strategic Financial Partners’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 		$1.05M Sell
3,468
-216
-6% -$67.9K 0.45% 40
2025
Q4 		$1.11M Sell
3,684
-85
-2% -$25.6K 0.48% 36
2025
Q3 		$1.12M Hold
3,769
– – 0.51% 35
2025
Q2 		$1.04M Sell
3,769
-11
-0.3% -$2.83K 0.48% 36
2025
Q1 		$952K Sell
3,780
-36
-0.9% -$9.98K 0.5% 36
2024
Q4 		$1.07M Sell
3,816
-52
-1% -$14.7K 0.55% 34
2024
Q3 		$1.03M Buy
3,868
+139
+4% +$35.6K 0.53% 33
2024
Q2 		$933K Sell
3,729
-132
-3% -$32.9K 0.51% 33
2024
Q1 		$1.01M Buy
3,861
+90
+2% +$22.1K 0.56% 33
2023
Q4 		$912K Sell
3,771
-206
-5% -$44.7K 0.53% 28
2023
Q3 		$852K Sell
3,977
-5
-0.1% -$1.14K 0.52% 29
2023
Q2 		$915K Sell
3,982
-10
-0.3% -$2.18K 0.52% 32
2023
Q1 		$864K Sell
3,992
-404
-9% -$87.3K 0.53% 31
2022
Q4 		$882K Buy
4,396
+37
+0.8% +$7.57K 0.54% 29
2022
Q3 		$851K Sell
4,359
-254
-6% -$54.5K 0.54% 25
2022
Q2 		$909K Sell
4,613
-90
-2% -$19.5K 0.53% 22
2022
Q1 		$1.17M Sell
4,703
-363
-7% -$89.4K 0.59% 20
2021
Q4 		$1.43M Sell
5,066
-223
-4% -$63.9K 0.7% 20
2021
Q3 		$1.48M Buy
5,289
+92
+2% +$26.3K 0.8% 19
2021
Q2 		$1.51M Sell
5,197
-59
-1% -$16.5K 0.83% 19
2021
Q1 		$1.44M Sell
5,256
-314
-6% -$88.5K 0.86% 19
2020
Q4 		$1.49M Sell
5,570
-13
-0.2% -$3.14K 0.98% 18
2020
Q3 		$1.2M Sell
5,583
-130
-2% -$27.5K 0.94% 19
2020
Q2 		$1.14M Sell
5,713
-1,243
-18% -$224K 0.94% 19
2020
Q1 		$1.05M Sell
6,956
-474
-6% -$88K 1.11% 18
2019
Q4 		$1.48M Buy
+7,430
New +$1.41M 1.21% 15

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

Strategic Financial Partners's VBK Position: Q1 2026 in Review

Strategic Financial Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.9% in Q1 2026, selling an estimated $67.9K and leaving 3,468 shares worth $1.05M. The position accounts for 0.45% of the portfolio, ranked #40.

Strategic Financial Partners first reported a position in VBK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.51M in Q2 2021. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Strategic Financial Partners held 3,468 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.05M as of Q1 2026.
  • Strategic Financial Partners sold 216 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $67.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.45% of Strategic Financial Partners's portfolio in Q1 2026, its #40 holding.
  • Strategic Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Strategic Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.51M in Q2 2021.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Strategic Financial Partners's 13F filing for Q1 2026, filed 1 May 2026.