WealthCare Investment Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

WealthCare Investment Partners’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 Q1	$1.02M	Sell	3,296 -21	-0.6%	-$6.6K	0.28%	78
2025 Q4	$1.02M	Sell	3,317 -27	-0.8%	-$8.15K	0.3%	77
2025 Q3	$999K	Buy	3,344 +108	+3%	+$31.2K	0.32%	73
2025 Q2	$911K	Buy	+3,236	New	+$833K	0.33%	72

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

WealthCare Investment Partners's VBK Position: Q1 2026 in Review

WealthCare Investment Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.63% in Q1 2026, selling an estimated $6.6K and leaving 3,296 shares worth $1.02M. The position accounts for 0.28% of the portfolio, ranked #78.

WealthCare Investment Partners first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

WealthCare Investment Partners held 3,296 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.02M as of Q1 2026.
WealthCare Investment Partners sold 21 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $6.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.28% of WealthCare Investment Partners's portfolio in Q1 2026, its #78 holding.
WealthCare Investment Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on WealthCare Investment Partners's 13F filing for Q1 2026, filed 9 Apr 2026.