Winch Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Winch Advisory Services’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	$6.61K	Hold	18	–	–	﹤0.01%	376
2026 Q1	$5.46K	Hold	18	–	–	﹤0.01%	362
2025 Q4	$5.46K	Hold	18	–	–	﹤0.01%	360
2025 Q3	$5.37K	Hold	18	–	–	﹤0.01%	354
2025 Q2	$4.99K	Hold	18	–	–	﹤0.01%	347
2025 Q1	$4.54K	Buy	18 +10	+125%	+$2.77K	﹤0.01%	347
2024 Q4	$2.24K	Buy	+8	New	+$2.26K	﹤0.01%	429
2020 Q3	–	Sell	-20	Closed	-$4K	–	411
2020 Q2	$4K	Buy	+20	New	+$3.61K	﹤0.01%	281
2019 Q3	–	Sell	-37	Closed	-$7K	–	432
2019 Q2	$7K	Hold	37	–	–	﹤0.01%	234
2019 Q1	$7K	Hold	37	–	–	﹤0.01%	227
2018 Q4	$6K	Hold	37	–	–	﹤0.01%	220
2018 Q3	$7K	Hold	37	–	–	﹤0.01%	211
2018 Q2	$6K	Buy	37 +1	+3%	+$172	﹤0.01%	224
2018 Q1	$6K	Hold	36	–	–	﹤0.01%	216
2017 Q4	$6K	Hold	36	–	–	﹤0.01%	214
2017 Q3	$6K	Sell	36 -28,394	-100%	-$4.17M	﹤0.01%	200
2017 Q2	$4.14M	Buy	28,430 +270	+1%	+$38.7K	2.61%	15
2017 Q1	$3.96M	Buy	28,160 +1,276	+5%	+$177K	2.51%	13
2016 Q4	$3.58M	Buy	26,884 +26,767	+22,878%	+$3.5M	2.46%	14
2016 Q3	$15K	Buy	+117	New	+$15.2K	0.01%	130
2015 Q3	–	Sell	-17,301	Closed	-$2.32M	–	281
2015 Q2	$2.32M	Buy	+17,301	New	+$2.33M	1.27%	23
2014 Q3	–	Sell	-80	Closed	-$10K	–	260
2014 Q2	$10K	Sell	80 -5,862	-99%	-$711K	0.01%	165
2014 Q1	$738K	Buy	+5,942	New	+$736K	0.47%	47

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

Winch Advisory Services's VBK Position: Q2 2026 in Review

Winch Advisory Services held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 18 shares worth $6.61K. The position accounts for ﹤0.01% of the portfolio, ranked #376.

Winch Advisory Services first reported a position in VBK in Q1 2014 and has held it in 23 quarters since. The position peaked at $4.14M in Q2 2017. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Winch Advisory Services held 18 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.61K as of Q2 2026.
Winch Advisory Services left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Winch Advisory Services's portfolio in Q2 2026, its #376 holding.
Winch Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 23 quarters since.
Winch Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.14M in Q2 2017.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.