Wealth Enhancement Trust Services
VBK icon

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
Q3 		$189K Sell
559
-146
-21% -$51K 0.02% 290
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

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PNC Financial Services Group
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Mather Group
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CK
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Choreo LLC
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TIAA-CREF Individual & Institutional Services
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Wealth Enhancement Trust Services's VBK Position: Q3 2026 in Review

Wealth Enhancement Trust Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 21% in Q3 2026, selling an estimated $51K and leaving 559 shares worth $189K. The position accounts for 0.02% of the portfolio, ranked #290.

Wealth Enhancement Trust Services first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $258K in Q2 2026. 1,046 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Wealth Enhancement Trust Services held 559 shares of Vanguard Morningstar Small-Cap Growth ETF worth $189K as of Q3 2026.
  • Wealth Enhancement Trust Services sold 146 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $51K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Wealth Enhancement Trust Services's portfolio in Q3 2026, its #290 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Wealth Enhancement Trust Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $258K in Q2 2026.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Wealth Enhancement Trust Services's 13F filing for Q3 2026, filed 7 Oct 2026.