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Tobias Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Tobias Financial Advisors’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 		$2.67M Sell
7,312
-24
-0.3% -$8.18K 0.34% 42
2026
Q1 		$2.22M Buy
7,336
+283
+4% +$88.9K 0.31% 45
2025
Q4 		$2.13M Sell
7,053
-106
-1% -$32K 0.3% 47
2025
Q3 		$2.13M Sell
7,159
-10
-0.1% -$2.89K 0.32% 48
2025
Q2 		$1.99M Buy
7,169
+2,348
+49% +$605K 0.34% 49
2025
Q1 		$1.21M Buy
4,821
+2,073
+75% +$574K 0.24% 53
2024
Q4 		$770K Sell
2,748
-219
-7% -$61.9K 0.15% 59
2024
Q3 		$793K Buy
2,967
+2
+0.1% +$512 0.16% 55
2024
Q2 		$742K Hold
2,965
– – 0.16% 55
2024
Q1 		$773K Hold
2,965
– – 0.18% 57
2023
Q4 		$717K Buy
2,965
+387
+15% +$84K 0.17% 56
2023
Q3 		$552K Sell
2,578
-86
-3% -$19.5K 0.14% 65
2023
Q2 		$612K Buy
2,664
+168
+7% +$36.5K 0.16% 61
2023
Q1 		$540K Sell
2,496
-95
-4% -$20.5K 0.16% 60
2022
Q4 		$520K Buy
2,591
+551
+27% +$113K 0.17% 61
2022
Q3 		$398K Sell
2,040
-1,570
-43% -$337K 0.14% 63
2022
Q2 		$711K Buy
+3,610
New +$783K 0.24% 53
2020
Q1 		– Sell
-193
Closed -$38K – 280
2019
Q4 		$38K Buy
+193
New +$36.6K 0.02% 108

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Tobias Financial Advisors's VBK Position: Q2 2026 in Review

Tobias Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.33% in Q2 2026, selling an estimated $8.18K and leaving 7,312 shares worth $2.67M. The position accounts for 0.34% of the portfolio, ranked #42.

Tobias Financial Advisors first reported a position in VBK in Q4 2019 and has held it in 18 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Tobias Financial Advisors held 7,312 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.67M as of Q2 2026.
  • Tobias Financial Advisors sold 24 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.18K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.34% of Tobias Financial Advisors's portfolio in Q2 2026, its #42 holding.
  • Tobias Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 18 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Tobias Financial Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.