VisionPoint Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

VisionPoint Advisory Group’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	$1.01M	Sell	2,755 -129	-4%	-$43.9K	0.16%	142
2026 Q1	$872K	Buy	2,884 +7	+0.2%	+$2.2K	0.16%	143
2025 Q4	$869K	Sell	2,877 -181	-6%	-$54.6K	0.17%	132
2025 Q3	$910K	Sell	3,058 -99	-3%	-$28.6K	0.18%	129
2025 Q2	$874K	Buy	+3,157	New	+$813K	0.19%	123

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

VisionPoint Advisory Group's VBK Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.5% in Q2 2026, selling an estimated $43.9K and leaving 2,755 shares worth $1.01M. The position accounts for 0.16% of the portfolio, ranked #142.

VisionPoint Advisory Group first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

VisionPoint Advisory Group held 2,755 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.01M as of Q2 2026.
VisionPoint Advisory Group sold 129 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $43.9K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.16% of VisionPoint Advisory Group's portfolio in Q2 2026, its #142 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.