Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealthfront Advisers’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 		$7.51M Buy
20,533
+407
+2% +$139K 0.01% 366
2026
Q1 		$6.08M Buy
20,126
+1,267
+7% +$398K 0.01% 380
2025
Q4 		$5.7M Buy
18,859
+151
+0.8% +$45.6K 0.01% 371
2025
Q3 		$5.57M Buy
18,708
+367
+2% +$106K 0.01% 369
2025
Q2 		$5.08M Sell
18,341
-2,479
-12% -$638K 0.01% 378
2025
Q1 		$5.24M Buy
20,820
+2,758
+15% +$764K 0.01% 345
2024
Q4 		$5.06M Buy
18,062
+2,473
+16% +$699K 0.01% 327
2024
Q3 		$4.17M Buy
15,589
+1,262
+9% +$323K 0.01% 348
2024
Q2 		$3.58M Sell
14,327
-1,232
-8% -$307K 0.01% 351
2024
Q1 		$4.06M Buy
15,559
+3,145
+25% +$772K 0.01% 317
2023
Q4 		$3M Buy
12,414
+1,517
+14% +$329K 0.01% 362
2023
Q3 		$2.33M Buy
10,897
+711
+7% +$162K 0.01% 393
2023
Q2 		$2.34M Buy
10,186
+3,174
+45% +$691K 0.01% 389
2023
Q1 		$1.52M Buy
7,012
+1,695
+32% +$366K 0.01% 461
2022
Q4 		$1.07M Buy
5,317
+1,392
+35% +$285K 0.01% 500
2022
Q3 		$766K Sell
3,925
-361
-8% -$77.5K ﹤0.01% 521
2022
Q2 		$844K Buy
4,286
+526
+14% +$114K ﹤0.01% 511
2022
Q1 		$933K Buy
3,760
+1,946
+107% +$479K ﹤0.01% 531
2021
Q4 		$511K Buy
1,814
+887
+96% +$254K ﹤0.01% 590
2021
Q3 		$260K Buy
+927
New +$265K ﹤0.01% 644

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

Wealthfront Advisers's VBK Position: Q2 2026 in Review

Wealthfront Advisers increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2% in Q2 2026, buying an estimated $139K and bringing the position to 20,533 shares worth $7.51M. The position accounts for 0.01% of the portfolio, ranked #366.

Wealthfront Advisers first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealthfront Advisers held 20,533 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.51M as of Q2 2026.
  • Wealthfront Advisers bought 407 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $139K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #366 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.