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Vision Retirement’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vision Retirement’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 		$6.95K Hold
19
– – ﹤0.01% 479
2026
Q1 		$5.74K Buy
+19
New +$5.97K ﹤0.01% 470

Other funds holding VBK

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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Vision Retirement's VBK Position: Q2 2026 in Review

Vision Retirement held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 19 shares worth $6.95K. The position accounts for ﹤0.01% of the portfolio, ranked #479.

Vision Retirement first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vision Retirement held 19 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.95K as of Q2 2026.
  • Vision Retirement left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Vision Retirement's portfolio in Q2 2026, its #479 holding.
  • Vision Retirement first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vision Retirement's 13F filing for Q2 2026, filed 21 Jul 2026.