Advisory Resource Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$4.95M Buy
13,525
+12,850
+1,904% +$4.38M 0.74% 38
2026
Q1
$204K Sell
675
-182
-21% -$57.2K 0.04% 171
2025
Q4
$259K Buy
857
+171
+25% +$51.6K 0.05% 153
2025
Q3
$204K Buy
+686
New +$198K 0.04% 168

Other funds holding VBK

Advisory Resource Group's VBK Position: Q2 2026 in Review

Advisory Resource Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1,904% in Q2 2026, buying an estimated $4.38M and bringing the position to 13,525 shares worth $4.95M. The position accounts for 0.74% of the portfolio, ranked #38.

Advisory Resource Group first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Advisory Resource Group held 13,525 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.95M as of Q2 2026.
  • Advisory Resource Group bought 12,850 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.38M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.74% of Advisory Resource Group's portfolio in Q2 2026, its #38 holding.
  • Advisory Resource Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Advisory Resource Group's 13F filing for Q2 2026, filed 14 Jul 2026.