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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
Q2 		$5.03M Buy
13,747
+186
+1% +$63.4K 0.3% 21
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
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

Ally Invest Advisors's VBK Position: Q2 2026 in Review

Ally Invest Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, buying an estimated $63.4K and bringing the position to 13,747 shares worth $5.03M. The position accounts for 0.3% of the portfolio, ranked #21.

Ally Invest Advisors first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ally Invest Advisors held 13,747 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.03M as of Q2 2026.
  • Ally Invest Advisors bought 186 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $63.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.3% of Ally Invest Advisors's portfolio in Q2 2026, its #21 holding.
  • Ally Invest Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ally Invest Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.