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WPG Advisers’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

WPG Advisers’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 		$282K Sell
770
-2
-0.3% -$681 0.17% 78
2026
Q1 		$233K Sell
772
-18
-2% -$5.66K 0.17% 71
2025
Q4 		$239K Buy
790
+7
+0.9% +$2.11K 0.18% 71
2025
Q3 		$233K Sell
783
-6
-0.8% -$1.73K 0.18% 74
2025
Q2 		$219K Sell
789
-37
-4% -$9.53K 0.18% 77
2025
Q1 		$208K Buy
826
+9
+1% +$2.49K 0.19% 80
2024
Q4 		$229K Buy
+817
New +$231K 0.21% 85

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

WPG Advisers's VBK Position: Q2 2026 in Review

WPG Advisers reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.26% in Q2 2026, selling an estimated $681 and leaving 770 shares worth $282K. The position accounts for 0.17% of the portfolio, ranked #78.

WPG Advisers first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • WPG Advisers held 770 shares of Vanguard Morningstar Small-Cap Growth ETF worth $282K as of Q2 2026.
  • WPG Advisers sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of WPG Advisers's portfolio in Q2 2026, its #78 holding.
  • WPG Advisers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on WPG Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.