West Oak Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

West Oak 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
2025 Q2	–	Sell	-490	Closed	-$1.23K	–	319
2025 Q1	$1.23K	Hold	490	–	–	0.05%	134
2024 Q4	$1.37M	Hold	490	–	–	0.05%	129
2024 Q3	$1.31K	Sell	490 -130	-21%	-$33.3K	0.02%	137
2024 Q2	$155K	Hold	620	–	–	0.06%	132
2024 Q1	$162K	Hold	620	–	–	0.07%	132
2023 Q4	$145K	Hold	620	–	–	0.07%	132
2023 Q3	$133K	Hold	620	–	–	0.07%	133
2023 Q2	$142K	Hold	620	–	–	0.07%	128
2023 Q1	$134K	Buy	620 +130	+27%	+$28.1K	0.07%	132
2022 Q4	$98K	Sell	490 -130	-21%	-$26.6K	0.05%	137
2022 Q3	$121K	Hold	620	–	–	0.07%	129
2022 Q2	$122K	Sell	620 -18	-3%	-$3.9K	0.06%	136
2022 Q1	$158K	Hold	638	–	–	0.07%	132
2021 Q4	$180K	Hold	638	–	–	0.07%	131
2021 Q3	$179K	Buy	638 +18	+3%	+$5.15K	0.07%	131
2021 Q2	$180K	Hold	620	–	–	0.07%	132
2021 Q1	$170K	Hold	620	–	–	0.07%	131
2020 Q4	$166K	Buy	+620	New	+$150K	0.08%	122

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

West Oak Capital's VBK Position: Q2 2025 in Review

West Oak Capital sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 490 shares — an estimated $1.23K sold.

West Oak Capital first reported a position in VBK in Q4 2020 and held it in 18 quarters. The position peaked at $1.37M in Q4 2024. 1,097 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

West Oak Capital reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
West Oak Capital sold 490 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $1.23K.
West Oak Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and held it in 18 quarters.
West Oak Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.37M in Q4 2024.
1,097 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on West Oak Capital's 13F filing for Q2 2025, filed 15 Jul 2025.