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

Vigilare 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 Q4	–	Sell	-800	Closed	-$238K	–	132
2025 Q3	$238K	Hold	800	–	–	0.08%	110
2025 Q2	$222K	Hold	800	–	–	0.08%	112
2025 Q1	$201K	Hold	800	–	–	0.08%	100
2024 Q4	$224K	Hold	800	–	–	0.09%	82
2024 Q3	$214K	Hold	800	–	–	0.09%	84
2024 Q2	$200K	Sell	800 -57	-7%	-$14.2K	0.09%	90
2024 Q1	$223K	Buy	+857	New	+$211K	0.11%	88
2022 Q1	–	Sell	-800	Closed	-$225K	–	172
2021 Q4	$225K	Hold	800	–	–	0.13%	163
2021 Q3	$224K	Hold	800	–	–	0.14%	173
2021 Q2	$232K	Buy	+800	New	+$224K	0.14%	180

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 $72.2B AUM 27.85% 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

Vigilare Wealth Management's VBK Position: Q4 2025 in Review

Vigilare Wealth Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 800 shares — an estimated $238K sold.

Vigilare Wealth Management first reported a position in VBK in Q2 2021 and held it in 10 quarters. The position peaked at $238K in Q3 2025. 1,213 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Vigilare Wealth Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Vigilare Wealth Management sold 800 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $238K.
Vigilare Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and held it in 10 quarters.
Vigilare Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $238K in Q3 2025.
1,213 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Vigilare Wealth Management's 13F filing for Q4 2025, filed 7 Jan 2026.