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

Tranquility 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 		$2.17M Sell
5,932
-14
-0.2% -$4.77K 0.75% 34
2026
Q1 		$1.8M Buy
5,946
+324
+6% +$102K 0.68% 38
2025
Q4 		$1.7M Sell
5,622
-154
-3% -$46.5K 0.61% 39
2025
Q3 		$1.72M Buy
5,776
+415
+8% +$120K 0.58% 42
2025
Q2 		$1.48M Buy
5,361
+189
+4% +$48.7K 0.53% 47
2025
Q1 		$1.3M Buy
5,172
+272
+6% +$75.4K 0.5% 54
2024
Q4 		$1.39M Buy
4,900
+138
+3% +$39K 0.52% 45
2024
Q3 		$1.27M Buy
4,762
+222
+5% +$56.9K 0.46% 56
2024
Q2 		$1.14M Buy
4,540
+109
+2% +$27.2K 0.44% 59
2024
Q1 		$1.16M Buy
4,431
+95
+2% +$23.3K 0.45% 62
2023
Q4 		$1.05M Sell
4,336
-226
-5% -$49.1K 0.44% 63
2023
Q3 		$977K Buy
4,562
+795
+21% +$181K 0.42% 65
2023
Q2 		$865K Buy
3,767
+200
+6% +$43.5K 0.37% 74
2023
Q1 		$772K Buy
3,567
+165
+5% +$35.7K 0.37% 74
2022
Q4 		$682K Sell
3,402
-97
-3% -$19.8K 0.35% 77
2022
Q3 		$683K Sell
3,499
-165
-5% -$35.4K 0.38% 72
2022
Q2 		$722K Buy
3,664
+500
+16% +$108K 0.37% 75
2022
Q1 		$785K Buy
3,164
+361
+13% +$88.9K 0.37% 73
2021
Q4 		$790K Buy
2,803
+293
+12% +$84K 0.37% 75
2021
Q3 		$703K Buy
2,510
+113
+5% +$32.3K 0.36% 81
2021
Q2 		$695K Buy
2,397
+5
+0.2% +$1.4K 0.39% 80
2021
Q1 		$657K Hold
2,392
– – 0.41% 80
2020
Q4 		$640K Buy
2,392
+105
+5% +$25.4K 0.45% 75
2020
Q3 		$492K Buy
2,287
+257
+13% +$54.3K 0.42% 79
2020
Q2 		$405K Sell
2,030
-1,241
-38% -$224K 0.38% 81
2020
Q1 		$492K Buy
3,271
+394
+14% +$73.1K 0.57% 55
2019
Q4 		$572K Buy
2,877
+556
+24% +$106K 0.52% 60
2019
Q3 		$423K Buy
2,321
+368
+19% +$68.5K 0.45% 70
2019
Q2 		$364K Buy
+1,953
New +$355K 0.39% 81

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

Tranquility Partners's VBK Position: Q2 2026 in Review

Tranquility Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.24% in Q2 2026, selling an estimated $4.77K and leaving 5,932 shares worth $2.17M. The position accounts for 0.75% of the portfolio, ranked #34.

Tranquility Partners first reported a position in VBK in Q2 2019 and has held it in 29 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Tranquility Partners held 5,932 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.17M as of Q2 2026.
  • Tranquility Partners sold 14 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.77K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.75% of Tranquility Partners's portfolio in Q2 2026, its #34 holding.
  • Tranquility Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Tranquility Partners's 13F filing for Q2 2026, filed 23 Jul 2026.