Wisconsin Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wisconsin Wealth Advisors’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	$1.02M	Buy	2,780 +4	+0.1%	+$1.36K	0.87%	41
2026 Q1	$839K	Buy	2,776 +47	+2%	+$14.8K	0.83%	41
2025 Q4	$825K	Sell	2,729 -11	-0.4%	-$3.32K	0.81%	43
2025 Q3	$815K	Hold	2,740	–	–	0.78%	46
2025 Q2	$759K	Buy	2,740 +355	+15%	+$91.4K	0.87%	40
2025 Q1	$600K	Sell	2,385 -60	-2%	-$16.6K	0.86%	39
2024 Q4	$685K	Buy	+2,445	New	+$691K	1.01%	34

Other funds holding VBK

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

AFA

American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

WPW

Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Wisconsin Wealth Advisors's VBK Position: Q2 2026 in Review

Wisconsin Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.14% in Q2 2026, buying an estimated $1.36K and bringing the position to 2,780 shares worth $1.02M. The position accounts for 0.87% of the portfolio, ranked #41.

Wisconsin Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 577 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Wisconsin Wealth Advisors held 2,780 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.02M as of Q2 2026.
Wisconsin Wealth Advisors bought 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.36K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.87% of Wisconsin Wealth Advisors's portfolio in Q2 2026, its #41 holding.
Wisconsin Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
577 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wisconsin Wealth Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.