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1834 Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

1834 Investment 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 		$1.7M Buy
4,640
+426
+10% +$145K 0.19% 102
2026
Q1 		$1.27M Buy
4,214
+48
+1% +$15.1K 0.16% 103
2025
Q4 		$1.26M Sell
4,166
-89
-2% -$26.9K 0.16% 104
2025
Q3 		$1.27M Sell
4,255
-515
-11% -$149K 0.16% 101
2025
Q2 		$1.32M Sell
4,770
-210
-4% -$54.1K 0.17% 96
2025
Q1 		$1.25M Sell
4,980
-130
-3% -$36K 0.16% 95
2024
Q4 		$1.43M Sell
5,110
-438
-8% -$124K 0.18% 93
2024
Q3 		$1.48M Buy
5,548
+556
+11% +$142K 0.17% 96
2024
Q2 		$1.25M Buy
4,992
+982
+24% +$245K 0.15% 105
2024
Q1 		$1.05M Buy
4,010
+1,350
+51% +$332K 0.12% 111
2023
Q4 		$643K Buy
2,660
+1,001
+60% +$217K 0.08% 147
2023
Q3 		$355K Buy
1,659
+159
+11% +$36.1K 0.04% 186
2023
Q2 		$345K Buy
1,500
+178
+13% +$38.7K 0.04% 197
2023
Q1 		$286K Buy
1,322
+131
+11% +$28.3K 0.03% 203
2022
Q4 		$239K Sell
1,191
-101
-8% -$20.7K 0.03% 170
2022
Q3 		$252K Buy
1,292
+140
+12% +$30K 0.04% 173
2022
Q2 		$227K Buy
1,152
+800
+227% +$173K 0.03% 184
2022
Q1 		$87K Sell
352
-27
-7% -$6.65K 0.01% 224
2021
Q4 		$107K Buy
379
+40
+12% +$11.5K 0.01% 224
2021
Q3 		$95K Hold
339
– – 0.01% 233
2021
Q2 		$98K Buy
339
+300
+769% +$83.9K 0.01% 236
2021
Q1 		$11K Hold
39
– – ﹤0.01% 380
2020
Q4 		$10K Hold
39
– – ﹤0.01% 370
2020
Q3 		$8K Hold
39
– – ﹤0.01% 356
2020
Q2 		$8K Hold
39
– – ﹤0.01% 347
2020
Q1 		$6K Hold
39
– – ﹤0.01% 356
2019
Q4 		$8K Buy
+39
New +$7.4K ﹤0.01% 403

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

1834 Investment Advisors's VBK Position: Q2 2026 in Review

1834 Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 10% in Q2 2026, buying an estimated $145K and bringing the position to 4,640 shares worth $1.7M. The position accounts for 0.19% of the portfolio, ranked #102.

1834 Investment Advisors first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • 1834 Investment Advisors held 4,640 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.7M as of Q2 2026.
  • 1834 Investment Advisors bought 426 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $145K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of 1834 Investment Advisors's portfolio in Q2 2026, its #102 holding.
  • 1834 Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on 1834 Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.