UWP
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Uniting Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Uniting Wealth 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 		– Sell
-734
Closed -$222K – 221
2026
Q1 		$222K Hold
734
– – 0.05% 186
2025
Q4 		$222K Hold
734
– – 0.07% 144
2025
Q3 		$219K Buy
+734
New +$212K 0.05% 175

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

Uniting Wealth Partners's VBK Position: Q2 2026 in Review

Uniting Wealth Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 734 shares — an estimated $222K sold.

Uniting Wealth Partners first reported a position in VBK in Q3 2025 and held it in 3 quarters. The position peaked at $222K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Uniting Wealth Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Uniting Wealth Partners sold 734 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $222K.
  • Uniting Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and held it in 3 quarters.
  • Uniting Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $222K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Uniting Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.