Wrenne Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wrenne Financial Planning’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 Q3	$1.1M	Sell	3,257 -11	-0.3%	-$3.84K	0.36%	22
2026 Q2	$1.2M	Sell	3,268 -15	-0.5%	-$5.11K	0.4%	21
2026 Q1	$992K	Sell	3,283 -19	-0.6%	-$5.97K	0.39%	23
2025 Q4	$998K	Sell	3,302 -30	-0.9%	-$9.05K	0.41%	23
2025 Q3	$992K	Sell	3,332 -641	-16%	-$185K	0.42%	23
2025 Q2	$1.1M	Sell	3,973 -3,161	-44%	-$814K	0.51%	22
2025 Q1	$1.8M	Buy	7,134 +90	+1%	+$24.9K	0.95%	19
2024 Q4	$1.97M	Sell	7,044 -1,052	-13%	-$297K	1.12%	17
2024 Q3	$2.16M	Buy	8,096 +97	+1%	+$24.9K	1.29%	17
2024 Q2	$2M	Sell	7,999 -422	-5%	-$105K	1.38%	17
2024 Q1	$2.2M	Sell	8,421 -2,756	-25%	-$677K	1.62%	16
2023 Q4	$2.7M	Buy	+11,177	New	+$2.43M	2.3%	14

Other funds holding VBK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Wrenne Financial Planning's VBK Position: Q3 2026 in Review

Wrenne Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.34% in Q3 2026, selling an estimated $3.84K and leaving 3,257 shares worth $1.1M. The position accounts for 0.36% of the portfolio, ranked #22.

Wrenne Financial Planning first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.7M in Q4 2023. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Wrenne Financial Planning held 3,257 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.1M as of Q3 2026.
Wrenne Financial Planning sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $3.84K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.36% of Wrenne Financial Planning's portfolio in Q3 2026, its #22 holding.
Wrenne Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Wrenne Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.7M in Q4 2023.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Wrenne Financial Planning's 13F filing for Q3 2026, filed 30 Oct 2026.