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Wealthedge Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealthedge Investment Advisors’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 		$334K Sell
912
-1,085
-54% -$370K 0.11% 114
2026
Q1 		$604K Sell
1,997
-3,881
-66% -$1.22M 0.22% 91
2025
Q4 		$1.78M Sell
5,878
-41
-0.7% -$12.4K 0.66% 42
2025
Q3 		$1.76M Buy
5,919
+193
+3% +$55.7K 0.67% 46
2025
Q2 		$1.59M Buy
5,726
+8
+0.1% +$2.06K 0.66% 43
2025
Q1 		$1.44M Sell
5,718
-1,658
-22% -$459K 0.65% 46
2024
Q4 		$2.07M Buy
+7,376
New +$2.08M 0.93% 30

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

Wealthedge Investment Advisors's VBK Position: Q2 2026 in Review

Wealthedge Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 54% in Q2 2026, selling an estimated $370K and leaving 912 shares worth $334K. The position accounts for 0.11% of the portfolio, ranked #114.

Wealthedge Investment Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.07M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealthedge Investment Advisors held 912 shares of Vanguard Morningstar Small-Cap Growth ETF worth $334K as of Q2 2026.
  • Wealthedge Investment Advisors sold 1,085 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $370K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Wealthedge Investment Advisors's portfolio in Q2 2026, its #114 holding.
  • Wealthedge Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Wealthedge Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.07M in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealthedge Investment Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.