WE
VBK icon

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

Wealth Effects’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 		$225K Buy
+614
New +$209K 0.06% 228
2024
Q2 		– Sell
-887
Closed -$231K – 224
2024
Q1 		$231K Sell
887
-353
-28% -$86.7K 0.09% 180
2023
Q4 		$300K Buy
+1,240
New +$269K 0.11% 154

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 Effects's VBK Position: Q2 2026 in Review

Wealth Effects opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 614 shares worth $225K. The stake represents 0.06% of the portfolio and ranks #228 among its holdings. This is a return to the name: Wealth Effects previously reported a position in VBK as recently as Q1 2024.

Wealth Effects first reported a position in VBK in Q4 2023 and has held it in 3 quarters since. The position peaked at $300K in Q4 2023. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealth Effects held 614 shares of Vanguard Morningstar Small-Cap Growth ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Wealth Effects position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Wealth Effects's portfolio in Q2 2026, its #228 holding.
  • Wealth Effects first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • Wealth Effects's Vanguard Morningstar Small-Cap Growth ETF position peaked at $300K in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealth Effects's 13F filing for Q2 2026, filed 6 Aug 2026.