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

TPG 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 		$254K Sell
694
-16
-2% -$5.45K 0.08% 72
2026
Q1 		$214K Sell
710
-164
-19% -$51.5K 0.07% 71
2025
Q4 		$264K Buy
874
+16
+2% +$4.83K 0.09% 62
2025
Q3 		$255K Sell
858
-2
-0.2% -$577 0.1% 59
2025
Q2 		$238K Sell
860
-16
-2% -$4.12K 0.1% 61
2025
Q1 		$220K Sell
876
-73
-8% -$20.2K 0.1% 59
2024
Q4 		$266K Sell
949
-6
-0.6% -$1.7K 0.12% 54
2024
Q3 		$255K Sell
955
-54
-5% -$13.8K 0.11% 58
2024
Q2 		$252K Buy
+1,009
New +$252K 0.12% 58
2023
Q4 		$262K Buy
1,107
+23
+2% +$4.99K 0.13% 56
2023
Q3 		$232K Sell
1,084
-137
-11% -$31.1K 0.12% 51
2023
Q2 		$280K Sell
1,221
-1
-0.1% -$218 0.15% 46
2023
Q1 		$264K Sell
1,222
-29
-2% -$6.27K 0.14% 46
2022
Q4 		$251K Buy
1,251
+7
+0.6% +$1.43K 0.15% 40
2022
Q3 		$243K Sell
1,244
-39
-3% -$8.37K 0.15% 40
2022
Q2 		$253K Sell
1,283
-15
-1% -$3.25K 0.17% 35
2022
Q1 		$322K Sell
1,298
-115
-8% -$28.3K 0.19% 34
2021
Q4 		$398K Sell
1,413
-724
-34% -$208K 0.24% 31
2021
Q3 		$599K Sell
2,137
-11
-0.5% -$3.15K 0.4% 24
2021
Q2 		$622K Sell
2,148
-47
-2% -$13.1K 0.44% 24
2021
Q1 		$603K Sell
2,195
-366
-14% -$103K 0.42% 25
2020
Q4 		$685K Buy
2,561
+30
+1% +$7.25K 0.51% 24
2020
Q3 		$544K Buy
2,531
+25
+1% +$5.28K 0.46% 23
2020
Q2 		$500K Buy
2,506
+13
+0.5% +$2.35K 0.45% 24
2020
Q1 		$375K Sell
2,493
-313
-11% -$58.1K 0.37% 32
2019
Q4 		$558K Buy
2,806
+7
+0.3% +$1.33K 0.46% 31
2019
Q3 		$510K Sell
2,799
-15
-0.5% -$2.79K 0.46% 29
2019
Q2 		$531K Buy
2,814
+106
+4% +$19.3K 0.49% 26
2019
Q1 		$491K Buy
2,708
+35
+1% +$6.01K 0.47% 28
2018
Q4 		$403K Buy
+2,673
New +$441K 0.44% 31

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

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

TPG Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, selling an estimated $5.45K and leaving 694 shares worth $254K. The position accounts for 0.08% of the portfolio, ranked #72.

TPG Financial Advisors first reported a position in VBK in Q4 2018 and has held it in 30 quarters since. The position peaked at $685K in Q4 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • TPG Financial Advisors held 694 shares of Vanguard Morningstar Small-Cap Growth ETF worth $254K as of Q2 2026.
  • TPG Financial Advisors sold 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of TPG Financial Advisors's portfolio in Q2 2026, its #72 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • TPG Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $685K in Q4 2020.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.