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Ackerman Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ackerman Capital 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 		$6.07M Sell
16,589
-1,683
-9% -$573K 1.22% 24
2026
Q1 		$5.52M Sell
18,272
-436
-2% -$137K 1.13% 26
2025
Q4 		$5.65M Sell
18,708
-693
-4% -$209K 1.13% 25
2025
Q3 		$5.77M Buy
19,401
+868
+5% +$251K 1.21% 22
2025
Q2 		$5.13M Buy
18,533
+2,943
+19% +$758K 1.19% 23
2025
Q1 		$3.93M Buy
15,590
+81
+0.5% +$22.4K 1.04% 24
2024
Q4 		$4.34M Sell
15,509
-5
-0% -$1.41K 1.14% 24
2024
Q3 		$4.15M Buy
15,514
+17
+0.1% +$4.36K 1.07% 24
2024
Q2 		$3.88M Buy
15,497
+519
+3% +$129K 1.03% 23
2024
Q1 		$3.91M Sell
14,978
-63
-0.4% -$15.5K 1.08% 24
2023
Q4 		$3.64M Sell
15,041
-1,485
-9% -$322K 1.02% 26
2023
Q3 		$3.54M Sell
16,526
-764
-4% -$174K 0.99% 25
2023
Q2 		$3.97M Sell
17,290
-76
-0.4% -$16.5K 1.03% 26
2023
Q1 		$3.76M Sell
17,366
-978
-5% -$211K 0.97% 26
2022
Q4 		$3.68M Sell
18,344
-438
-2% -$89.6K 0.99% 25
2022
Q3 		$3.67M Buy
18,782
+1,632
+10% +$350K 1.04% 22
2022
Q2 		$3.38M Sell
17,150
-3,150
-16% -$683K 0.91% 24
2022
Q1 		$5.04M Sell
20,300
-9
-0% -$2.22K 1.19% 18
2021
Q4 		$5.72M Sell
20,309
-604
-3% -$173K 1.31% 21
2021
Q3 		$5.86M Buy
20,913
+1,196
+6% +$342K 1.34% 20
2021
Q2 		$5.71M Buy
19,717
+366
+2% +$102K 1.34% 20
2021
Q1 		$5.32M Buy
19,351
+234
+1% +$66K 1.29% 19
2020
Q4 		$5.12M Buy
19,117
+1,207
+7% +$292K 1.3% 19
2020
Q3 		$3.85M Sell
17,910
-63
-0.4% -$13.3K 1.07% 22
2020
Q2 		$3.59M Buy
+17,973
New +$3.24M 1.08% 23

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

Ackerman Capital Advisors's VBK Position: Q2 2026 in Review

Ackerman Capital Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.2% in Q2 2026, selling an estimated $573K and leaving 16,589 shares worth $6.07M. The position accounts for 1.22% of the portfolio, ranked #24.

Ackerman Capital Advisors first reported a position in VBK in Q2 2020 and has held it in 25 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ackerman Capital Advisors held 16,589 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.07M as of Q2 2026.
  • Ackerman Capital Advisors sold 1,683 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $573K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.22% of Ackerman Capital Advisors's portfolio in Q2 2026, its #24 holding.
  • Ackerman Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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