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

Ally Invest 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 Q1	$4.1M	Buy	13,561 +88	+0.7%	+$27.7K	0.28%	22
2025 Q4	$4.07M	Buy	13,473 +339	+3%	+$102K	0.28%	23
2025 Q3	$3.91M	Buy	13,134 +1,233	+10%	+$356K	0.28%	23
2025 Q2	$3.3M	Buy	11,901 +454	+4%	+$117K	0.26%	23
2025 Q1	$2.88M	Buy	11,447 +1,075	+10%	+$298K	0.25%	24
2024 Q4	$2.9M	Buy	10,372 +1,449	+16%	+$410K	0.25%	23
2024 Q3	$2.39M	Buy	8,923 +2,471	+38%	+$633K	0.21%	25
2024 Q2	$1.61M	Buy	6,452 +769	+14%	+$192K	0.16%	27
2024 Q1	$1.48M	Buy	5,683 +882	+18%	+$217K	0.15%	26
2023 Q4	$1.16M	Buy	4,801 +998	+26%	+$217K	0.12%	31
2023 Q3	$814K	Buy	3,803 +1,205	+46%	+$274K	0.1%	32
2023 Q2	$597K	Buy	2,598 +714	+38%	+$155K	0.07%	31
2023 Q1	$408K	Buy	1,884 +533	+39%	+$115K	0.05%	31
2022 Q4	$271K	Buy	+1,351	New	+$276K	0.03%	32

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ally Invest Advisors's VBK Position: Q1 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.65% in Q1 2026, buying an estimated $27.7K and bringing the position to 13,561 shares worth $4.1M. The position accounts for 0.28% of the portfolio, ranked #22.

Ally Invest Advisors first reported a position in VBK in Q4 2022 and has held it in 14 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Ally Invest Advisors held 13,561 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.1M as of Q1 2026.
Ally Invest Advisors bought 88 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $27.7K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.28% of Ally Invest Advisors's portfolio in Q1 2026, its #22 holding.
Ally Invest Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Ally Invest Advisors's 13F filing for Q1 2026, filed 12 May 2026.