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Acorn Financial Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Acorn Financial Advisory Services’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 		$1.72M Sell
4,709
-375
-7% -$128K 0.23% 52
2026
Q1 		$1.54M Sell
5,084
-141
-3% -$44.3K 0.21% 53
2025
Q4 		$1.58M Sell
5,225
-295
-5% -$89K 0.23% 48
2025
Q3 		$1.64M Buy
5,520
+8
+0.1% +$2.31K 0.25% 43
2025
Q2 		$1.53M Sell
5,512
-1,502
-21% -$387K 0.25% 44
2025
Q1 		$1.77M Buy
7,014
+1,232
+21% +$341K 0.32% 40
2024
Q4 		$1.62M Sell
5,782
-551
-9% -$156K 0.27% 45
2024
Q3 		$1.69M Sell
6,333
-237
-4% -$60.7K 0.3% 36
2024
Q2 		$1.64M Sell
6,570
-195
-3% -$48.6K 0.31% 37
2024
Q1 		$1.76M Sell
6,765
-40
-0.6% -$9.82K 0.33% 38
2023
Q4 		$1.65M Sell
6,805
-477
-7% -$104K 0.29% 52
2023
Q3 		$1.56M Sell
7,282
-52
-0.7% -$11.8K 0.28% 54
2023
Q2 		$1.68M Buy
7,334
+79
+1% +$17.2K 0.3% 47
2023
Q1 		$1.57M Buy
7,255
+39
+0.5% +$8.43K 0.31% 47
2022
Q4 		$1.45M Sell
7,216
-345
-5% -$70.6K 0.31% 43
2022
Q3 		$1.48M Buy
7,561
+6,468
+592% +$1.39M 0.35% 37
2022
Q2 		$215K Sell
1,093
-62
-5% -$13.4K 0.05% 199
2022
Q1 		$287K Sell
1,155
-7
-0.6% -$1.72K 0.06% 189
2021
Q4 		$328K Buy
1,162
+175
+18% +$50.2K 0.07% 175
2021
Q3 		$277K Sell
987
-33
-3% -$9.45K 0.09% 182
2021
Q2 		$296K Sell
1,020
-10
-1% -$2.8K 0.09% 198
2021
Q1 		$283K Buy
1,030
+231
+29% +$65.1K 0.1% 172
2020
Q4 		$214K Buy
+799
New +$193K 0.08% 211

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

Acorn Financial Advisory Services's VBK Position: Q2 2026 in Review

Acorn Financial Advisory Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.4% in Q2 2026, selling an estimated $128K and leaving 4,709 shares worth $1.72M. The position accounts for 0.23% of the portfolio, ranked #52.

Acorn Financial Advisory Services first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.77M in Q1 2025. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Acorn Financial Advisory Services held 4,709 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.72M as of Q2 2026.
  • Acorn Financial Advisory Services sold 375 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.23% of Acorn Financial Advisory Services's portfolio in Q2 2026, its #52 holding.
  • Acorn Financial Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Acorn Financial Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.77M in Q1 2025.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Acorn Financial Advisory Services's 13F filing for Q2 2026, filed 20 Jul 2026.