WP
VBK icon

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

Wealthspan 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 		$522K Buy
1,427
+169
+13% +$57.6K 0.16% 82
2026
Q1 		$380K Buy
1,258
+78
+7% +$24.5K 0.13% 89
2025
Q4 		$356K Sell
1,180
-49
-4% -$14.8K 0.13% 91
2025
Q3 		$366K Hold
1,229
– – 0.14% 88
2025
Q2 		$340K Sell
1,229
-7
-0.6% -$1.8K 0.14% 88
2025
Q1 		$311K Sell
1,236
-23
-2% -$6.37K 0.14% 89
2024
Q4 		$353K Hold
1,259
– – 0.17% 81
2024
Q3 		$337K Buy
1,259
+135
+12% +$34.6K 0.17% 83
2024
Q2 		$281K Buy
1,124
+135
+14% +$33.7K 0.16% 84
2024
Q1 		$258K Sell
989
-21
-2% -$5.16K 0.15% 86
2023
Q4 		$244K Buy
1,010
+36
+4% +$7.82K 0.17% 75
2023
Q3 		$209K Buy
974
+8
+0.8% +$1.82K 0.16% 76
2023
Q2 		$222K Sell
966
-23
-2% -$5K 0.18% 73
2023
Q1 		$214K Sell
989
-25
-2% -$5.4K 0.18% 70
2022
Q4 		$203K Sell
1,014
-140
-12% -$28.6K 0.19% 69
2022
Q3 		$225K Sell
1,154
-68
-6% -$14.6K 0.23% 65
2022
Q2 		$241K Sell
1,222
-217
-15% -$47K 0.25% 61
2022
Q1 		$357K Sell
1,439
-492
-25% -$121K 0.32% 51
2021
Q4 		$544K Buy
+1,931
New +$554K 0.48% 39

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

Wealthspan Partners's VBK Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $57.6K and bringing the position to 1,427 shares worth $522K. The position accounts for 0.16% of the portfolio, ranked #82.

Wealthspan Partners first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $544K in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wealthspan Partners held 1,427 shares of Vanguard Morningstar Small-Cap Growth ETF worth $522K as of Q2 2026.
  • Wealthspan Partners bought 169 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $57.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.16% of Wealthspan Partners's portfolio in Q2 2026, its #82 holding.
  • Wealthspan Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Wealthspan Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $544K in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.