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Tradition Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Tradition Wealth Management’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 		$2.4M Buy
7,934
+163
+2% +$51.2K 0.17% 122
2025
Q4 		$2.35M Sell
7,771
-200
-3% -$60.3K 0.17% 119
2025
Q3 		$2.37M Buy
7,971
+334
+4% +$96.4K 0.18% 116
2025
Q2 		$2.11M Buy
7,637
+8
+0.1% +$2.06K 0.17% 118
2025
Q1 		$1.92M Buy
7,629
+130
+2% +$36K 0.17% 115
2024
Q4 		$2.1M Buy
7,499
+32
+0.4% +$9.04K 0.19% 106
2024
Q3 		$2M Buy
7,467
+48
+0.6% +$12.3K 0.18% 105
2024
Q2 		$1.86M Buy
7,419
+285
+4% +$71.1K 0.18% 111
2024
Q1 		$1.86M Buy
7,134
+73
+1% +$17.9K 0.19% 107
2023
Q4 		$1.71M Buy
7,061
+251
+4% +$54.5K 0.18% 103
2023
Q3 		$1.46M Buy
6,810
+668
+11% +$152K 0.17% 104
2023
Q2 		$1.41M Buy
6,142
+213
+4% +$46.3K 0.16% 105
2023
Q1 		$1.28M Buy
5,929
+320
+6% +$69.2K 0.16% 105
2022
Q4 		$1.13M Buy
5,609
+691
+14% +$141K 0.16% 101
2022
Q3 		$960K Buy
4,918
+1,388
+39% +$298K 0.14% 110
2022
Q2 		$696K Buy
3,530
+293
+9% +$63.5K 0.1% 132
2022
Q1 		$803K Sell
3,237
-224
-6% -$55.2K 0.1% 139
2021
Q4 		$975K Buy
3,461
+43
+1% +$12.3K 0.12% 130
2021
Q3 		$958K Buy
3,418
+565
+20% +$162K 0.14% 125
2021
Q2 		$827K Buy
2,853
+484
+20% +$135K 0.12% 134
2021
Q1 		$651K Buy
2,369
+464
+24% +$131K 0.11% 141
2020
Q4 		$510K Buy
+1,905
New +$461K 0.1% 148

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

Tradition Wealth Management's VBK Position: Q1 2026 in Review

Tradition Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q1 2026, buying an estimated $51.2K and bringing the position to 7,934 shares worth $2.4M. The position accounts for 0.17% of the portfolio, ranked #122.

Tradition Wealth Management first reported a position in VBK in Q4 2020 and has held it in 22 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Tradition Wealth Management held 7,934 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.4M as of Q1 2026.
  • Tradition Wealth Management bought 163 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $51.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Tradition Wealth Management's portfolio in Q1 2026, its #122 holding.
  • Tradition Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Tradition Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.