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

Strategic Wealth 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 Q2	$342K	Buy	935 +52	+6%	+$17.7K	0.02%	238
2026 Q1	$267K	Sell	883 -104	-11%	-$32.7K	0.02%	265
2025 Q4	$298K	Buy	987 +583	+144%	+$176K	0.02%	267
2025 Q3	$120K	Sell	404 -20	-5%	-$5.77K	0.01%	410
2025 Q2	$117K	Buy	+424	New	+$109K	0.01%	372
2024 Q1	–	Sell	-1,174	Closed	-$284K	–	308
2023 Q4	$284K	Buy	+1,174	New	+$255K	0.04%	228
2023 Q1	–	Sell	-1,260	Closed	-$253K	–	278
2022 Q4	$253K	Sell	1,260 -577	-31%	-$118K	0.05%	225
2022 Q3	$358K	Buy	1,837 +455	+33%	+$97.7K	0.08%	200
2022 Q2	$272K	Buy	+1,382	New	+$300K	0.06%	203
2018 Q2	–	Sell	-2	Closed	–	–	834
2018 Q1	$0	Buy	+2	New	+$330	﹤0.01%	826

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 Wealth Partners's VBK Position: Q2 2026 in Review

Strategic Wealth Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.9% in Q2 2026, buying an estimated $17.7K and bringing the position to 935 shares worth $342K. The position accounts for 0.02% of the portfolio, ranked #238.

Strategic Wealth Partners first reported a position in VBK in Q1 2018 and has held it in 10 quarters since. The position peaked at $358K in Q3 2022. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Strategic Wealth Partners held 935 shares of Vanguard Morningstar Small-Cap Growth ETF worth $342K as of Q2 2026.
Strategic Wealth Partners bought 52 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $17.7K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Strategic Wealth Partners's portfolio in Q2 2026, its #238 holding.
Strategic Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 10 quarters since.
Strategic Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $358K in Q3 2022.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Strategic Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.