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Wealth Enhancement Trust Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealth Enhancement Trust Services’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 		$258K Buy
705
+34
+5% +$11.6K 0.03% 267
2026
Q1 		$203K Hold
671
– – 0.02% 278
2025
Q4 		$203K Buy
+671
New +$202K 0.03% 261

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Wealth Enhancement Trust Services's VBK Position: Q2 2026 in Review

Wealth Enhancement Trust Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.1% in Q2 2026, buying an estimated $11.6K and bringing the position to 705 shares worth $258K. The position accounts for 0.03% of the portfolio, ranked #267.

Wealth Enhancement Trust Services first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,064 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealth Enhancement Trust Services held 705 shares of Vanguard Morningstar Small-Cap Growth ETF worth $258K as of Q2 2026.
  • Wealth Enhancement Trust Services bought 34 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $11.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #267 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,064 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q2 2026, filed 15 Jul 2026.