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

WBH Advisory’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 		$455K Sell
1,244
-50
-4% -$17K 0.03% 262
2026
Q1 		$394K Buy
1,294
+50
+4% +$15.7K 0.03% 264
2025
Q4 		$376K Buy
1,244
+200
+19% +$60.3K 0.03% 266
2025
Q3 		$311K Hold
1,044
– – 0.02% 287
2025
Q2 		$289K Sell
1,044
-139
-12% -$35.8K 0.02% 290
2025
Q1 		$298K Buy
1,183
+11
+0.9% +$3.05K 0.03% 276
2024
Q4 		$328K Hold
1,172
– – 0.03% 260
2024
Q3 		$313K Hold
1,172
– – 0.03% 260
2024
Q2 		$293K Sell
1,172
-13
-1% -$3.24K 0.03% 261
2024
Q1 		$309K Buy
1,185
+14
+1% +$3.44K 0.03% 260
2023
Q4 		$283K Hold
1,171
– – 0.03% 266
2023
Q3 		$251K Hold
1,171
– – 0.03% 267
2023
Q2 		$269K Sell
1,171
-13
-1% -$2.83K 0.03% 263
2023
Q1 		$256K Buy
+1,184
New +$256K 0.03% 268
2022
Q3 		$231K Hold
1,184
– – 0.03% 265
2022
Q2 		$240K Hold
1,184
– – 0.03% 278
2022
Q1 		$269K Hold
1,184
– – 0.03% 272
2021
Q4 		$334K Hold
1,184
– – 0.04% 256
2021
Q3 		$332K Hold
1,184
– – 0.04% 238
2021
Q2 		$336K Hold
1,184
– – 0.05% 212
2021
Q1 		$325K Hold
1,184
– – 0.05% 220
2020
Q4 		$341K Hold
1,184
– – 0.06% 203
2020
Q3 		$254K Buy
1,184
+15
+1% +$3.17K 0.05% 218
2020
Q2 		$233K Buy
+1,169
New +$211K 0.06% 218

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM

WBH Advisory's VBK Position: Q2 2026 in Review

WBH Advisory reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.9% in Q2 2026, selling an estimated $17K and leaving 1,244 shares worth $455K. The position accounts for 0.03% of the portfolio, ranked #262.

WBH Advisory first reported a position in VBK in Q2 2020 and has held it in 24 quarters since. 978 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • WBH Advisory held 1,244 shares of Vanguard Morningstar Small-Cap Growth ETF worth $455K as of Q2 2026.
  • WBH Advisory sold 50 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $17K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of WBH Advisory's portfolio in Q2 2026, its #262 holding.
  • WBH Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • 978 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on WBH Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.