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American Money Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

American Money Management’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 		$297K Sell
811
-294
-27% -$100K 0.04% 143
2026
Q1 		$334K Buy
1,105
+1
+0.1% +$314 0.05% 127
2025
Q4 		$334K Sell
1,104
-22
-2% -$6.64K 0.05% 125
2025
Q3 		$335K Sell
1,126
-6
-0.5% -$1.73K 0.06% 119
2025
Q2 		$313K Sell
1,132
-60
-5% -$15.4K 0.06% 119
2025
Q1 		$300K Sell
1,192
-41
-3% -$11.4K 0.06% 115
2024
Q4 		$345K Sell
1,233
-133
-10% -$37.6K 0.07% 113
2024
Q3 		$365K Buy
1,366
+2
+0.1% +$512 0.07% 110
2024
Q2 		$341K Hold
1,364
– – 0.07% 111
2024
Q1 		$356K Sell
1,364
-55
-4% -$13.5K 0.07% 106
2023
Q4 		$343K Buy
1,419
+3
+0.2% +$651 0.08% 107
2023
Q3 		$303K Buy
1,416
+1
+0.1% +$227 0.08% 107
2023
Q2 		$325K Sell
1,415
-23
-2% -$5K 0.08% 108
2023
Q1 		$311K Buy
1,438
+2
+0.1% +$432 0.08% 108
2022
Q4 		$288K Sell
1,436
-213
-13% -$43.6K 0.08% 110
2022
Q3 		$322K Buy
1,649
+2
+0.1% +$429 0.1% 104
2022
Q2 		$324K Buy
1,647
+2
+0.1% +$434 0.09% 106
2022
Q1 		$408K Hold
1,645
– – 0.11% 102
2021
Q4 		$464K Buy
1,645
+2
+0.1% +$574 0.12% 100
2021
Q3 		$460K Buy
+1,643
New +$470K 0.13% 102

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

American Money Management's VBK Position: Q2 2026 in Review

American Money Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q2 2026, selling an estimated $100K and leaving 811 shares worth $297K. The position accounts for 0.04% of the portfolio, ranked #143.

American Money Management first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. The position peaked at $464K in Q4 2021. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • American Money Management held 811 shares of Vanguard Morningstar Small-Cap Growth ETF worth $297K as of Q2 2026.
  • American Money Management sold 294 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $100K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of American Money Management's portfolio in Q2 2026, its #143 holding.
  • American Money Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • American Money Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $464K in Q4 2021.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on American Money Management's 13F filing for Q2 2026, filed 13 Aug 2026.