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World Equity Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

World Equity Group’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 		$809K Sell
2,211
-10
-0.5% -$3.41K 0.18% 124
2026
Q1 		$671K Sell
2,221
-133
-6% -$41.8K 0.17% 142
2025
Q4 		$711K Buy
2,354
+118
+5% +$35.6K 0.2% 124
2025
Q3 		$665K Sell
2,236
-3
-0.1% -$866 0.15% 137
2025
Q2 		$620K Buy
2,239
+455
+26% +$117K 0.17% 132
2025
Q1 		$449K Sell
1,784
-1,930
-52% -$535K 0.13% 165
2024
Q4 		$1.04M Buy
3,714
+1,959
+112% +$554K 0.22% 100
2024
Q3 		$469K Sell
1,755
-563
-24% -$144K 0.17% 134
2024
Q2 		$580K Sell
2,318
-2,086
-47% -$520K 0.17% 145
2024
Q1 		$1.15M Buy
4,404
+2,539
+136% +$624K 0.24% 107
2023
Q4 		$451K Sell
1,865
-1,645
-47% -$357K 0.09% 204
2023
Q3 		$752K Buy
3,510
+2,124
+153% +$483K 0.16% 149
2023
Q2 		$318K Sell
1,386
-8,916
-87% -$1.94M 0.09% 238
2023
Q1 		$709K Buy
10,302
+8,639
+519% +$1.87M 0.11% 212
2022
Q4 		$333K Sell
1,663
-12
-0.7% -$2.46K 0.08% 234
2022
Q3 		$327K Sell
1,675
-1,206
-42% -$259K 0.08% 232
2022
Q2 		$568K Buy
2,881
+381
+15% +$82.6K 0.14% 166
2022
Q1 		$620K Buy
+2,500
New +$616K 0.13% 179

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

World Equity Group's VBK Position: Q2 2026 in Review

World Equity Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.45% in Q2 2026, selling an estimated $3.41K and leaving 2,211 shares worth $809K. The position accounts for 0.18% of the portfolio, ranked #124.

World Equity Group first reported a position in VBK in Q1 2022 and has held it in 18 quarters since. The position peaked at $1.15M in Q1 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • World Equity Group held 2,211 shares of Vanguard Morningstar Small-Cap Growth ETF worth $809K as of Q2 2026.
  • World Equity Group sold 10 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.41K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of World Equity Group's portfolio in Q2 2026, its #124 holding.
  • World Equity Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • World Equity Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.15M in Q1 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on World Equity Group's 13F filing for Q2 2026, filed 9 Jul 2026.