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

USAdvisors 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
2025
Q2 		– Sell
-4,572
Closed -$1.15M – 147
2025
Q1 		$1.15M Sell
4,572
-23
-0.5% -$6.37K 0.4% 57
2024
Q4 		$1.29M Sell
4,595
-12
-0.3% -$3.39K 0.42% 55
2024
Q3 		$1.23M Sell
4,607
-66
-1% -$16.9K 0.43% 55
2024
Q2 		$1.17M Sell
4,673
-2,056
-31% -$513K 0.41% 54
2024
Q1 		$1.75M Sell
6,729
-143
-2% -$35.1K 0.66% 46
2023
Q4 		$1.66M Buy
6,872
+168
+3% +$36.5K 0.69% 43
2023
Q3 		$1.44M Buy
6,704
+220
+3% +$50K 0.64% 42
2023
Q2 		$1.49M Buy
6,484
+147
+2% +$32K 0.71% 40
2023
Q1 		$1.37M Buy
6,337
+172
+3% +$37.2K 0.65% 41
2022
Q4 		$1.24M Buy
6,165
+535
+10% +$109K 0.6% 45
2022
Q3 		$1.1M Sell
5,630
-93
-2% -$20K 0.56% 44
2022
Q2 		$1.13M Buy
5,723
+801
+16% +$174K 0.57% 43
2022
Q1 		$1.22M Sell
4,922
-2,060
-30% -$507K 0.52% 48
2021
Q4 		$1.97M Buy
6,982
+38
+0.5% +$10.9K 0.8% 30
2021
Q3 		$1.95M Buy
6,944
+112
+2% +$32.1K 0.84% 30
2021
Q2 		$1.98M Sell
6,832
-109
-2% -$30.5K 1.08% 27
2021
Q1 		$1.91M Buy
6,941
+583
+9% +$164K 0.92% 30
2020
Q4 		$1.7M Buy
6,358
+427
+7% +$103K 0.82% 31
2020
Q3 		$1.27M Sell
5,931
-16
-0.3% -$3.38K 0.2% 33
2020
Q2 		$1.19M Buy
+5,947
New +$1.07M 0.63% 33

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

USAdvisors Wealth Management's VBK Position: Q2 2025 in Review

USAdvisors Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 4,572 shares — an estimated $1.15M sold.

USAdvisors Wealth Management first reported a position in VBK in Q2 2020 and held it in 20 quarters. The position peaked at $1.98M in Q2 2021. 1,099 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • USAdvisors Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • USAdvisors Wealth Management sold 4,572 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $1.15M.
  • USAdvisors Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and held it in 20 quarters.
  • USAdvisors Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.98M in Q2 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on USAdvisors Wealth Management's 13F filing for Q2 2025, filed 22 Jul 2025.