Turning Point Benefit Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Turning Point Benefit 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 Q1	–	Sell	-18	Closed	-$5.44K	–	763
2025 Q4	$5.44K	Sell	18 -177	-91%	-$53.4K	﹤0.01%	291
2025 Q3	$58.2K	Buy	+195	New	+$56.3K	0.04%	134

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Turning Point Benefit Group's VBK Position: Q1 2026 in Review

Turning Point Benefit Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 18 shares — an estimated $5.44K sold.

Turning Point Benefit Group first reported a position in VBK in Q3 2025 and held it in 2 quarters. The position peaked at $58.2K in Q3 2025. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Turning Point Benefit Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Turning Point Benefit Group sold 18 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $5.44K.
Turning Point Benefit Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
Turning Point Benefit Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $58.2K in Q3 2025.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Turning Point Benefit Group's 13F filing for Q1 2026, filed 12 May 2026.