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Ameritas Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ameritas Advisory Services’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 		$1.56M Sell
4,258
-10,315
-71% -$3.51M 0.03% 433
2026
Q1 		$4.4M Sell
14,573
-175
-1% -$55K 0.17% 122
2025
Q4 		$4.46M Buy
14,748
+12,121
+461% +$3.66M 0.17% 124
2025
Q3 		$782K Buy
2,627
+503
+24% +$145K 0.05% 292
2025
Q2 		$588K Sell
2,124
-1,823
-46% -$469K 0.03% 465
2025
Q1 		$1.08M Buy
3,947
+18
+0.5% +$4.99K 0.04% 379
2024
Q4 		$1.1M Sell
3,929
-1,189
-23% -$336K 0.04% 389
2024
Q3 		$1.37M Sell
5,118
-1,607
-24% -$412K 0.06% 310
2024
Q2 		$1.68M Sell
6,725
-2,329
-26% -$581K 0.06% 289
2024
Q1 		$2.24M Buy
9,054
+1,629
+22% +$400K 0.09% 212
2023
Q4 		$1.83M Sell
7,425
-1,588
-18% -$345K 0.1% 191
2023
Q3 		$1.9M Buy
9,013
+2,731
+43% +$621K 0.09% 211
2023
Q2 		$1.42M Sell
6,282
-1,968
-24% -$428K 0.18% 130
2023
Q1 		$1.78M Sell
8,250
-5,129
-38% -$1.11M 0.09% 214
2022
Q4 		$2.68M Buy
13,379
+4,567
+52% +$934K 0.12% 169
2022
Q3 		$1.72M Sell
8,812
-748
-8% -$161K 0.1% 193
2022
Q2 		$1.88M Buy
9,560
+1,991
+26% +$432K 0.11% 186
2022
Q1 		$1.88M Buy
7,569
+152
+2% +$37.4K 0.07% 222
2021
Q4 		$2.09M Buy
+7,417
New +$2.13M 0.08% 209

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

Ameritas Advisory Services's VBK Position: Q2 2026 in Review

Ameritas Advisory Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 71% in Q2 2026, selling an estimated $3.51M and leaving 4,258 shares worth $1.56M. The position accounts for 0.03% of the portfolio, ranked #433.

Ameritas Advisory Services first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.46M in Q4 2025. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ameritas Advisory Services held 4,258 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.56M as of Q2 2026.
  • Ameritas Advisory Services sold 10,315 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.51M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Ameritas Advisory Services's portfolio in Q2 2026, its #433 holding.
  • Ameritas Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Ameritas Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.46M in Q4 2025.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ameritas Advisory Services's 13F filing for Q2 2026, filed 14 Aug 2026.