Wealthspire Advisors (New York)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wealthspire Advisors (New York)’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	$75M	Buy	205,004 +886	+0.4%	+$302K	0.41%	50
2026 Q1	$61.7M	Buy	204,118 +632	+0.3%	+$199K	0.48%	37
2025 Q4	$61.5M	Sell	203,486 -153,716	-43%	-$46.4M	0.49%	41
2025 Q3	$106M	Sell	357,202 -6,960	-2%	-$2.01M	0.56%	26
2025 Q2	$101M	Sell	364,162 -8,866	-2%	-$2.28M	0.57%	27
2025 Q1	$93.9M	Buy	373,028 +182,955	+96%	+$50.7M	0.56%	28
2024 Q4	$53.2M	Buy	190,073 +20,048	+12%	+$5.67M	0.53%	39
2024 Q3	$45.5M	Buy	170,025 +51,719	+44%	+$13.3M	0.46%	44
2024 Q2	$29.6M	Buy	118,306 +13,972	+13%	+$3.49M	0.38%	39
2024 Q1	$27.2M	Buy	104,334 +24,000	+30%	+$5.9M	0.36%	40
2023 Q4	$19.4M	Buy	80,334 +40,669	+103%	+$8.83M	0.28%	46
2023 Q3	$8.5M	Buy	39,665 +181	+0.5%	+$41.1K	0.14%	73
2023 Q2	$9.07M	Sell	39,484 -1,184	-3%	-$258K	0.15%	70
2023 Q1	$8.8M	Sell	40,668 -7,656	-16%	-$1.65M	0.15%	72
2022 Q4	$9.69M	Sell	48,324 -5,062	-9%	-$1.04M	0.18%	67
2022 Q3	$10.4M	Buy	53,386 +26,842	+101%	+$5.76M	0.22%	62
2022 Q2	$5.23M	Buy	26,544 +7,621	+40%	+$1.65M	0.11%	85
2022 Q1	$4.7M	Sell	18,923 -8,623	-31%	-$2.12M	0.11%	74
2021 Q4	$7.76M	Buy	27,546 +20,989	+320%	+$6.02M	0.17%	57
2021 Q3	$1.84M	Buy	6,557 +3,904	+147%	+$1.12M	0.04%	173
2021 Q2	$769K	Sell	2,653 -3,394	-56%	-$949K	0.02%	185
2021 Q1	$1.66M	Buy	6,047 +3,397	+128%	+$958K	0.04%	193
2020 Q4	$709K	Buy	+2,650	New	+$641K	0.02%	253
2020 Q2	–	Sell	-1,412	Closed	-$212K	–	517
2020 Q1	$212K	Buy	+1,412	New	+$262K	0.01%	477

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Wealthspire Advisors (New York)'s VBK Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.43% in Q2 2026, buying an estimated $302K and bringing the position to 205,004 shares worth $75M. The position accounts for 0.41% of the portfolio, ranked #50.

Wealthspire Advisors (New York) first reported a position in VBK in Q1 2020 and has held it in 24 quarters since. The position peaked at $106M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Wealthspire Advisors (New York) held 205,004 shares of Vanguard Morningstar Small-Cap Growth ETF worth $75M as of Q2 2026.
Wealthspire Advisors (New York) bought 886 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $302K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.41% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #50 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $106M in Q3 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.