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Wealth Dimensions Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealth Dimensions 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 		$313K Hold
856
– – 0.06% 143
2026
Q1 		$259K Buy
856
+187
+28% +$58.8K 0.05% 146
2025
Q4 		$202K Sell
669
-41
-6% -$12.4K 0.04% 167
2025
Q3 		$211K Buy
+710
New +$205K 0.04% 170
2021
Q4 		– Sell
-715
Closed -$200K – 132
2021
Q3 		$200K Hold
715
– – 0.13% 126
2021
Q2 		$207K Buy
+715
New +$200K 0.14% 116

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

Wealth Dimensions Group's VBK Position: Q2 2026 in Review

Wealth Dimensions Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 856 shares worth $313K. The position accounts for 0.06% of the portfolio, ranked #143.

Wealth Dimensions Group first reported a position in VBK in Q2 2021 and has held it in 6 quarters since. 1,278 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealth Dimensions Group held 856 shares of Vanguard Morningstar Small-Cap Growth ETF worth $313K as of Q2 2026.
  • Wealth Dimensions Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Wealth Dimensions Group's portfolio in Q2 2026, its #143 holding.
  • Wealth Dimensions Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 6 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealth Dimensions Group's 13F filing for Q2 2026, filed 22 Jul 2026.