White Lighthouse Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

White Lighthouse Investment Management’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	$360K	Buy	985 +15	+2%	+$5.11K	0.04%	121
2026 Q1	$293K	Buy	970 +104	+12%	+$32.7K	0.04%	124
2025 Q4	$262K	Sell	866 -16	-2%	-$4.83K	0.04%	131
2025 Q3	$263K	Buy	882 +75	+9%	+$21.7K	0.04%	126
2025 Q2	$224K	Buy	+807	New	+$208K	0.04%	132
2024 Q4	–	Sell	-760	Closed	-$203K	–	137
2024 Q3	$203K	Buy	+760	New	+$195K	0.04%	130
2021 Q1	–	Sell	-1,215	Closed	-$325K	–	117
2020 Q4	$325K	Sell	1,215 -22	-2%	-$5.32K	0.1%	90
2020 Q3	$266K	Sell	1,237 -740	-37%	-$156K	0.09%	99
2020 Q2	$395K	Sell	1,977 -586	-23%	-$106K	0.15%	84
2020 Q1	$385K	Buy	2,563 +865	+51%	+$161K	0.16%	85
2019 Q4	$337K	Buy	1,698 +432	+34%	+$82K	0.12%	104
2019 Q3	$230K	Buy	+1,266	New	+$236K	0.09%	122

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

White Lighthouse Investment Management's VBK Position: Q2 2026 in Review

White Lighthouse Investment Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.5% in Q2 2026, buying an estimated $5.11K and bringing the position to 985 shares worth $360K. The position accounts for 0.04% of the portfolio, ranked #121.

White Lighthouse Investment Management first reported a position in VBK in Q3 2019 and has held it in 12 quarters since. The position peaked at $395K in Q2 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

White Lighthouse Investment Management held 985 shares of Vanguard Morningstar Small-Cap Growth ETF worth $360K as of Q2 2026.
White Lighthouse Investment Management bought 15 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.11K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of White Lighthouse Investment Management's portfolio in Q2 2026, its #121 holding.
White Lighthouse Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2019 and has held it in 12 quarters since.
White Lighthouse Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $395K in Q2 2020.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.