WP
VBK icon

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

WealthShield 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
Q2 		$75.7K Sell
207
-2,467
-92% -$840K 0.01% 273
2026
Q1 		$808K Buy
2,674
+112
+4% +$35.2K 0.09% 208
2025
Q4 		$774K Sell
2,562
-350
-12% -$106K 0.09% 207
2025
Q3 		$867K Sell
2,912
-144
-5% -$41.6K 0.1% 187
2025
Q2 		$846K Buy
3,056
+38
+1% +$9.79K 0.1% 186
2025
Q1 		$760K Buy
3,018
+21
+0.7% +$5.82K 0.1% 189
2024
Q4 		$839K Sell
2,997
-42
-1% -$11.9K 0.12% 171
2024
Q3 		$813K Sell
3,039
-76
-2% -$19.5K 0.11% 170
2024
Q2 		$780K Sell
3,115
-83
-3% -$20.7K 0.12% 168
2024
Q1 		$834K Sell
3,198
-124
-4% -$30.5K 0.13% 159
2023
Q4 		$803K Sell
3,322
-571
-15% -$124K 0.13% 160
2023
Q3 		$834K Sell
3,893
-137
-3% -$31.1K 0.13% 161
2023
Q2 		$926K Buy
4,030
+104
+3% +$22.6K 0.14% 154
2023
Q1 		$850K Sell
3,926
-158
-4% -$34.2K 0.14% 162
2022
Q4 		$819K Sell
4,084
-252
-6% -$51.5K 0.16% 158
2022
Q3 		$846K Buy
4,336
+70
+2% +$15K 0.17% 142
2022
Q2 		$841K Buy
4,266
+496
+13% +$108K 0.17% 150
2022
Q1 		$935K Sell
3,770
-2,280
-38% -$561K 0.15% 154
2021
Q4 		$1.71M Buy
+6,050
New +$1.73M 0.28% 75
2020
Q1 		– Sell
-33
Closed -$7K – 302
2019
Q4 		$7K Hold
33
– – ﹤0.01% 253
2019
Q3 		$6K Hold
33
– – ﹤0.01% 244
2019
Q2 		$6K Hold
33
– – ﹤0.01% 213
2019
Q1 		$6K Hold
33
– – ﹤0.01% 242
2018
Q4 		$5K Sell
33
-20
-38% -$3.3K ﹤0.01% 218
2018
Q3 		$10K Hold
53
– – 0.01% 207
2018
Q2 		$9K Sell
53
-32
-38% -$5.49K 0.01% 204
2018
Q1 		$14K Sell
85
-32
-27% -$5.28K 0.01% 190
2017
Q4 		$19K Buy
+117
New +$18.4K 0.01% 181

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

WealthShield Partners's VBK Position: Q2 2026 in Review

WealthShield Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 92% in Q2 2026, selling an estimated $840K and leaving 207 shares worth $75.7K. The position accounts for 0.01% of the portfolio, ranked #273.

WealthShield Partners first reported a position in VBK in Q4 2017 and has held it in 28 quarters since. The position peaked at $1.71M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • WealthShield Partners held 207 shares of Vanguard Morningstar Small-Cap Growth ETF worth $75.7K as of Q2 2026.
  • WealthShield Partners sold 2,467 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $840K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of WealthShield Partners's portfolio in Q2 2026, its #273 holding.
  • WealthShield Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 28 quarters since.
  • WealthShield Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.71M in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on WealthShield Partners's 13F filing for Q2 2026, filed 12 Aug 2026.