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

Sunburst Financial 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 Q2	$1.43M	Buy	3,909 +1	+0%	+$341	0.23%	46
2026 Q1	$1.18M	Hold	3,908	–	–	0.22%	46
2025 Q4	$1.18M	Buy	3,908 +2	+0.1%	+$603	0.24%	44
2025 Q3	$1.16M	Sell	3,906 -3	-0.1%	-$866	0.24%	43
2025 Q2	$1.08M	Buy	3,909 +198	+5%	+$51K	0.24%	46
2025 Q1	$934K	Sell	3,711 -3	-0.1%	-$831	0.23%	48
2024 Q4	$1.04M	Sell	3,714 -573	-13%	-$162K	0.26%	45
2024 Q3	$1.15M	Buy	4,287 +109	+3%	+$27.9K	0.29%	44
2024 Q2	$1.05M	Sell	4,178 -4	-0.1%	-$998	0.28%	46
2024 Q1	$1.08M	Buy	4,182 +47	+1%	+$11.5K	0.31%	42
2023 Q4	$1,000K	Buy	+4,135	New	+$898K	0.31%	41

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

Sunburst Financial Group's VBK Position: Q2 2026 in Review

Sunburst Financial Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.03% in Q2 2026, buying an estimated $341 and bringing the position to 3,909 shares worth $1.43M. The position accounts for 0.23% of the portfolio, ranked #46.

Sunburst Financial Group first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sunburst Financial Group held 3,909 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.43M as of Q2 2026.
Sunburst Financial Group bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
Vanguard Morningstar Small-Cap Growth ETF made up 0.23% of Sunburst Financial Group's portfolio in Q2 2026, its #46 holding.
Sunburst Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sunburst Financial Group's 13F filing for Q2 2026, filed 8 Jul 2026.