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Visionary Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Visionary Wealth Advisors’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 		$3.68M Buy
10,068
+318
+3% +$108K 0.15% 152
2026
Q1 		$2.95M Buy
9,750
+1,462
+18% +$460K 0.13% 164
2025
Q4 		$2.5M Buy
8,288
+1,962
+31% +$592K 0.11% 172
2025
Q3 		$1.88M Buy
6,326
+663
+12% +$191K 0.09% 206
2025
Q2 		$1.57M Buy
5,663
+278
+5% +$71.6K 0.08% 223
2025
Q1 		$1.36M Sell
5,385
-196
-4% -$54.3K 0.08% 220
2024
Q4 		$1.56M Sell
5,581
-106
-2% -$30K 0.09% 199
2024
Q3 		$1.52M Sell
5,687
-54
-0.9% -$13.8K 0.09% 205
2024
Q2 		$1.44M Buy
5,741
+1,057
+23% +$264K 0.09% 209
2024
Q1 		$1.22M Buy
4,684
+1,550
+49% +$381K 0.08% 219
2023
Q4 		$758K Sell
3,134
-15,630
-83% -$3.39M 0.06% 259
2023
Q3 		$4.02M Buy
18,764
+3,482
+23% +$791K 0.33% 86
2023
Q2 		$3.51M Buy
15,282
+184
+1% +$40K 0.28% 95
2023
Q1 		$3.27M Sell
15,098
-2,754
-15% -$595K 0.28% 96
2022
Q4 		$3.58M Buy
17,852
+1,931
+12% +$395K 0.33% 83
2022
Q3 		$3.11M Buy
15,921
+65
+0.4% +$14K 0.32% 79
2022
Q2 		$3.12M Buy
15,856
+481
+3% +$104K 0.28% 94
2022
Q1 		$3.81M Buy
+15,375
New +$3.79M 0.31% 88

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

Visionary Wealth Advisors's VBK Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.3% in Q2 2026, buying an estimated $108K and bringing the position to 10,068 shares worth $3.68M. The position accounts for 0.15% of the portfolio, ranked #152.

Visionary Wealth Advisors first reported a position in VBK in Q1 2022 and has held it in 18 quarters since. The position peaked at $4.02M in Q3 2023. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Visionary Wealth Advisors held 10,068 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.68M as of Q2 2026.
  • Visionary Wealth Advisors bought 318 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $108K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Visionary Wealth Advisors's portfolio in Q2 2026, its #152 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.02M in Q3 2023.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.