AA
VBK icon

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

Aire 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 		$3.99M Sell
10,921
-175
-2% -$59.6K 0.65% 36
2026
Q1 		$3.35M Buy
11,096
+244
+2% +$76.7K 0.61% 41
2025
Q4 		$3.28M Sell
10,852
-46
-0.4% -$13.9K 0.6% 43
2025
Q3 		$3.24M Sell
10,898
-3
-0% -$866 0.59% 42
2025
Q2 		$3.02M Buy
10,901
+1,929
+22% +$497K 0.58% 41
2025
Q1 		$2.26M Sell
8,972
-35
-0.4% -$9.7K 0.48% 46
2024
Q4 		$2.52M Buy
9,007
+181
+2% +$51.2K 0.52% 41
2024
Q3 		$2.36M Sell
8,826
-181
-2% -$46.4K 0.52% 41
2024
Q2 		$2.25M Sell
9,007
-467
-5% -$117K 0.51% 43
2024
Q1 		$2.47M Buy
9,474
+9
+0.1% +$2.21K 0.56% 39
2023
Q4 		$2.29M Buy
9,465
+1,047
+12% +$227K 0.57% 40
2023
Q3 		$1.8M Sell
8,418
-60
-0.7% -$13.6K 0.48% 44
2023
Q2 		$1.95M Buy
8,478
+579
+7% +$126K 0.51% 42
2023
Q1 		$1.71M Sell
7,899
-217
-3% -$46.9K 0.48% 44
2022
Q4 		$1.59M Buy
8,116
+64
+0.8% +$13.1K 0.49% 44
2022
Q3 		$1.57M Buy
8,052
+3,377
+72% +$725K 0.54% 37
2022
Q2 		$922K Buy
4,675
+1,617
+53% +$351K 0.33% 50
2022
Q1 		$762K Buy
3,058
+1,121
+58% +$276K 0.27% 55
2021
Q4 		$546K Buy
+1,937
New +$555K 0.24% 53

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

Aire Advisors's VBK Position: Q2 2026 in Review

Aire Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.6% in Q2 2026, selling an estimated $59.6K and leaving 10,921 shares worth $3.99M. The position accounts for 0.65% of the portfolio, ranked #36.

Aire Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aire Advisors held 10,921 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.99M as of Q2 2026.
  • Aire Advisors sold 175 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $59.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.65% of Aire Advisors's portfolio in Q2 2026, its #36 holding.
  • Aire Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Aire Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.