Wealthcare Advisory Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $3.8M | Buy |
10,385
+724
| +7% | +$247K | 0.07% | 222 |
|
|
2026
Q1 | $2.92M | Buy |
9,661
+1,536
| +19% | +$483K | 0.06% | 280 |
|
|
2025
Q4 | $2.45M | Buy |
8,125
+1,086
| +15% | +$328K | 0.05% | 309 |
|
|
2025
Q3 | $2.09M | Buy |
7,039
+1,052
| +18% | +$304K | 0.04% | 332 |
|
|
2025
Q2 | $1.66M | Sell |
5,987
-7,221
| -55% | -$1.86M | 0.04% | 369 |
|
|
2025
Q1 | $3.33M | Sell |
13,208
-531
| -4% | -$147K | 0.09% | 193 |
|
|
2024
Q4 | $3.85M | Buy |
13,739
+427
| +3% | +$121K | 0.11% | 163 |
|
|
2024
Q3 | $3.56M | Buy |
13,312
+10,044
| +307% | +$2.57M | 0.1% | 179 |
|
|
2024
Q2 | $817K | Sell |
3,268
-1,179
| -27% | -$294K | 0.03% | 439 |
|
|
2024
Q1 | $1.16M | Sell |
4,447
-2,349
| -35% | -$577K | 0.04% | 335 |
|
|
2023
Q4 | $1.64M | Buy |
6,796
+4,465
| +192% | +$969K | 0.07% | 228 |
|
|
2023
Q3 | $499K | Buy |
2,331
+181
| +8% | +$41.1K | 0.02% | 432 |
|
|
2023
Q2 | $494K | Sell |
2,150
-390
| -15% | -$84.8K | 0.02% | 451 |
|
|
2023
Q1 | $550K | Sell |
2,540
-111
| -4% | -$24K | 0.02% | 432 |
|
|
2022
Q4 | $532K | Sell |
2,651
-293
| -10% | -$59.9K | 0.03% | 409 |
|
|
2022
Q3 | $574K | Buy |
2,944
+338
| +13% | +$72.5K | 0.03% | 326 |
|
|
2022
Q2 | $514K | Sell |
2,606
-110
| -4% | -$23.8K | 0.03% | 322 |
|
|
2022
Q1 | $674K | Sell |
2,716
-578
| -18% | -$142K | 0.04% | 257 |
|
|
2021
Q4 | $928K | Buy |
3,294
+694
| +27% | +$199K | 0.06% | 209 |
|
|
2021
Q3 | $728K | Buy |
2,600
+214
| +9% | +$61.3K | 0.05% | 249 |
|
|
2021
Q2 | $691K | Buy |
2,386
+18
| +0.8% | +$5.04K | 0.05% | 253 |
|
|
2021
Q1 | $650K | Buy |
2,368
+112
| +5% | +$31.6K | 0.05% | 246 |
|
|
2020
Q4 | $604K | Buy |
2,256
+634
| +39% | +$153K | 0.05% | 207 |
|
|
2020
Q3 | $349K | Sell |
1,622
-5
| -0.3% | -$1.06K | 0.04% | 257 |
|
|
2020
Q2 | $325K | Sell |
1,627
-113
| -6% | -$20.4K | 0.04% | 230 |
|
|
2020
Q1 | $262K | Buy |
1,740
+170
| +11% | +$31.6K | 0.04% | 232 |
|
|
2019
Q4 | $312K | Buy |
1,570
+297
| +23% | +$56.4K | 0.04% | 234 |
|
|
2019
Q3 | $232K | Buy |
1,273
+1
| +0.1% | +$186 | 0.03% | 249 |
|
|
2019
Q2 | $237K | Hold |
1,272
| – | – | 0.04% | 247 |
|
|
2019
Q1 | $229K | Hold |
1,272
| – | – | 0.04% | 221 |
|
|
2018
Q4 | $192K | Buy |
1,272
+376
| +42% | +$62K | 0.04% | 213 |
|
|
2018
Q3 | $168K | Hold |
896
| – | – | 0.03% | 252 |
|
|
2018
Q2 | $158K | Buy |
896
+285
| +47% | +$48.9K | 0.03% | 252 |
|
|
2018
Q1 | $100K | Buy |
+611
| New | +$101K | 0.02% | 276 |
|
Other funds holding VBK
EWA
MG
Wealthcare Advisory Partners's VBK Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.5% in Q2 2026, buying an estimated $247K and bringing the position to 10,385 shares worth $3.8M. The position accounts for 0.07% of the portfolio, ranked #222.
Wealthcare Advisory Partners first reported a position in VBK in Q1 2018 and has held it in 34 quarters since. The position peaked at $3.85M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Wealthcare Advisory Partners held 10,385 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.8M as of Q2 2026.
- Wealthcare Advisory Partners bought 724 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $247K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #222 holding.
- Wealthcare Advisory Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Wealthcare Advisory Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.85M in Q4 2024.
- 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.