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

Advocate Group’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	$303K	Buy	+829	New	+$282K	0.05%	104

Other funds holding VBK

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Advocate Group's VBK Position: Q2 2026 in Review

Advocate Group opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 829 shares worth $303K. The stake represents 0.05% of the portfolio and ranks #104 among its holdings.

647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Advocate Group held 829 shares of Vanguard Morningstar Small-Cap Growth ETF worth $303K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Advocate Group position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Advocate Group's portfolio in Q2 2026, its #104 holding.
647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Advocate Group's 13F filing for Q2 2026, filed 17 Jul 2026.