Wedmont Private Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wedmont Private Capital’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	$1.69M	Sell	4,774 -403	-8%	-$137K	0.05%	223
2026 Q1	$1.64M	Buy	5,177 +259	+5%	+$81.4K	0.05%	203
2025 Q4	$1.56M	Sell	4,918 -102	-2%	-$30.8K	0.05%	199
2025 Q3	$1.51M	Buy	5,020 +827	+20%	+$239K	0.06%	204
2025 Q2	$1.19M	Buy	4,193 +372	+10%	+$95.8K	0.05%	225
2025 Q1	$902K	Sell	3,821 -181	-5%	-$50.2K	0.05%	246
2024 Q4	$1.12M	Buy	4,002 +157	+4%	+$44.4K	0.06%	199
2024 Q3	$1.02M	Buy	3,845 +10	+0.3%	+$2.56K	0.06%	200
2024 Q2	$991K	Buy	3,835 +20	+0.5%	+$4.99K	0.06%	196
2024 Q1	$981K	Buy	3,815 +62	+2%	+$15.2K	0.07%	185
2023 Q4	$889K	Sell	3,753 -13	-0.3%	-$2.82K	0.07%	188
2023 Q3	$799K	Sell	3,766 -127	-3%	-$28.9K	0.08%	161
2023 Q2	$916K	Buy	3,893 +105	+3%	+$22.8K	0.1%	142
2023 Q1	$809K	Buy	3,788 +7	+0.2%	+$1.51K	0.11%	140
2022 Q4	$770K	Sell	3,781 -69	-2%	-$14.1K	0.12%	139
2022 Q3	$751K	Buy	3,850 +635	+20%	+$136K	0.15%	110
2022 Q2	$633K	Sell	3,215 -182	-5%	-$39.5K	0.14%	118
2022 Q1	$860K	Sell	3,397 -1,356	-29%	-$334K	0.19%	89
2021 Q4	$1.24M	Buy	+4,753	New	+$1.36M	0.38%	48

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

Wedmont Private Capital's VBK Position: Q2 2026 in Review

Wedmont Private Capital reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.8% in Q2 2026, selling an estimated $137K and leaving 4,774 shares worth $1.69M. The position accounts for 0.05% of the portfolio, ranked #223.

Wedmont Private Capital first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Wedmont Private Capital held 4,774 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.69M as of Q2 2026.
Wedmont Private Capital sold 403 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $137K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Wedmont Private Capital's portfolio in Q2 2026, its #223 holding.
Wedmont Private Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wedmont Private Capital's 13F filing for Q2 2026, filed 13 Jul 2026.