Adventist Health System West’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Adventist Health System West’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	$14M	Hold	38,149	–	–	2.19%	8
2026 Q1	$11.5M	Hold	38,149	–	–	2.04%	8
2025 Q4	$11.5M	Hold	38,149	–	–	1.94%	8
2025 Q3	$11.4M	Sell	38,149 -17,571	-32%	-$5.07M	1.85%	8
2025 Q2	$15.4M	Hold	55,720	–	–	2.29%	8
2025 Q1	$14M	Hold	55,720	–	–	2.21%	8
2024 Q4	$15.6M	Hold	55,720	–	–	2.41%	8
2024 Q3	$14.9M	Hold	55,720	–	–	2.29%	7
2024 Q2	$13.9M	Buy	+55,720	New	+$13.9M	2.26%	7

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Adventist Health System West's VBK Position: Q2 2026 in Review

Adventist Health System West held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 38,149 shares worth $14M. The position accounts for 2.19% of the portfolio, ranked #8.

Adventist Health System West first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. The position peaked at $15.6M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Adventist Health System West held 38,149 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14M as of Q2 2026.
Adventist Health System West left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 2.19% of Adventist Health System West's portfolio in Q2 2026, its #8 holding.
Adventist Health System West first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Adventist Health System West's Vanguard Morningstar Small-Cap Growth ETF position peaked at $15.6M in Q4 2024.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Adventist Health System West's 13F filing for Q2 2026, filed 14 Aug 2026.