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

Apriem 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 		$2.45M Buy
6,689
+237
+4% +$80.7K 0.21% 69
2026
Q1 		$1.95M Buy
6,452
+1,077
+20% +$338K 0.19% 66
2025
Q4 		$1.62M Buy
5,375
+268
+5% +$80.9K 0.15% 74
2025
Q3 		$1.52M Buy
5,107
+333
+7% +$96.1K 0.14% 74
2025
Q2 		$1.32M Buy
4,774
+205
+4% +$52.8K 0.14% 78
2025
Q1 		$1.15M Buy
4,569
+1,771
+63% +$491K 0.13% 77
2024
Q4 		$784K Buy
2,798
+904
+48% +$256K 0.09% 85
2024
Q3 		$506K Buy
1,894
+909
+92% +$233K 0.06% 103
2024
Q2 		$246K Buy
+985
New +$246K 0.03% 152
2017
Q2 		– Sell
-10
Closed -$1K – 527
2017
Q1 		$1K Buy
+10
New +$1.39K ﹤0.01% 647

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

Apriem Advisors's VBK Position: Q2 2026 in Review

Apriem Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.7% in Q2 2026, buying an estimated $80.7K and bringing the position to 6,689 shares worth $2.45M. The position accounts for 0.21% of the portfolio, ranked #69.

Apriem Advisors first reported a position in VBK in Q1 2017 and has held it in 10 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Apriem Advisors held 6,689 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.45M as of Q2 2026.
  • Apriem Advisors bought 237 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $80.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.21% of Apriem Advisors's portfolio in Q2 2026, its #69 holding.
  • Apriem Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2017 and has held it in 10 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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