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

Ancora 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 		$125K Hold
342
– – ﹤0.01% 846
2026
Q1 		$103K Hold
342
– – ﹤0.01% 898
2025
Q4 		$103K Sell
342
-50
-13% -$15.1K ﹤0.01% 903
2025
Q3 		$117K Hold
392
– – ﹤0.01% 829
2025
Q2 		$109K Hold
392
– – ﹤0.01% 861
2025
Q1 		$98.7K Sell
392
-540
-58% -$150K ﹤0.01% 861
2024
Q4 		$261K Buy
932
+694
+292% +$196K 0.01% 652
2024
Q3 		$63.6K Hold
238
– – ﹤0.01% 928
2024
Q2 		$59.5K Sell
238
-25
-10% -$6.24K ﹤0.01% 912
2024
Q1 		$68.6K Buy
263
+41
+18% +$10.1K ﹤0.01% 884
2023
Q4 		$53.7K Buy
222
+83
+60% +$18K ﹤0.01% 929
2023
Q3 		$29.8K Buy
139
+36
+35% +$8.18K ﹤0.01% 1056
2023
Q2 		$23.7K Sell
103
-51
-33% -$11.1K ﹤0.01% 1093
2023
Q1 		$33.3K Buy
154
+51
+50% +$11K ﹤0.01% 1003
2022
Q4 		$21K Sell
103
-820
-89% -$168K ﹤0.01% 1171
2022
Q3 		$180K Buy
923
+335
+57% +$71.9K 0.01% 756
2022
Q2 		$116K Hold
588
– – ﹤0.01% 925
2022
Q1 		$146K Buy
588
+419
+248% +$103K ﹤0.01% 906
2021
Q4 		$48K Buy
169
+81
+92% +$23.2K ﹤0.01% 1306
2021
Q3 		$25K Sell
88
-79
-47% -$22.6K ﹤0.01% 1414
2021
Q2 		$48K Sell
167
-28
-14% -$7.83K ﹤0.01% 1122
2021
Q1 		$54K Buy
195
+28
+17% +$7.89K ﹤0.01% 1033
2020
Q4 		$45K Sell
167
-207
-55% -$50.1K ﹤0.01% 901
2020
Q3 		$80K Hold
374
– – ﹤0.01% 770
2020
Q2 		$75K Hold
374
– – ﹤0.01% 759
2020
Q1 		$56K Hold
374
– – ﹤0.01% 862
2019
Q4 		$74K Buy
+374
New +$71K ﹤0.01% 822
2018
Q4 		– Sell
-386
Closed -$72K – 1163
2018
Q3 		$72K Buy
+386
New +$71K ﹤0.01% 822
2017
Q1 		– Sell
-451
Closed -$60K – 1053
2016
Q4 		$60K Buy
+451
New +$58.9K ﹤0.01% 748

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

Ancora Advisors's VBK Position: Q2 2026 in Review

Ancora Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 342 shares worth $125K. The position accounts for ﹤0.01% of the portfolio, ranked #846.

Ancora Advisors first reported a position in VBK in Q4 2016 and has held it in 29 quarters since. The position peaked at $261K in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ancora Advisors held 342 shares of Vanguard Morningstar Small-Cap Growth ETF worth $125K as of Q2 2026.
  • Ancora Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Ancora Advisors's portfolio in Q2 2026, its #846 holding.
  • Ancora Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 29 quarters since.
  • Ancora Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $261K in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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