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

Aptus Capital 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 		$2.49M Buy
6,821
+289
+4% +$98.4K 0.02% 472
2026
Q1 		$1.97M Buy
6,532
+68
+1% +$21.4K 0.02% 477
2025
Q4 		$1.95M Sell
6,464
-51
-0.8% -$15.4K 0.01% 449
2025
Q3 		$1.94M Sell
6,515
-6
-0.1% -$1.73K 0.01% 444
2025
Q2 		$1.81M Buy
6,521
+231
+4% +$59.5K 0.01% 440
2025
Q1 		$1.58M Buy
6,290
+25
+0.4% +$6.93K 0.02% 430
2024
Q4 		$1.75M Buy
6,265
+56
+0.9% +$15.8K 0.02% 417
2024
Q3 		$1.66M Buy
6,209
+4,158
+203% +$1.07M 0.02% 337
2024
Q2 		$513K Sell
2,051
-3,828
-65% -$955K 0.01% 506
2024
Q1 		$1.53M Buy
5,879
+465
+9% +$114K 0.03% 334
2023
Q4 		$1.31M Buy
5,414
+599
+12% +$130K 0.04% 260
2023
Q3 		$1.03M Buy
4,815
+1,149
+31% +$261K 0.03% 300
2023
Q2 		$842K Sell
3,666
-356
-9% -$77.5K 0.02% 282
2023
Q1 		$870K Buy
4,022
+3,440
+591% +$744K 0.02% 278
2022
Q4 		$117K Hold
582
– – ﹤0.01% 521
2022
Q3 		$114K Sell
582
-2
-0.3% -$429 ﹤0.01% 485
2022
Q2 		$115K Sell
584
-124
-18% -$26.9K ﹤0.01% 411
2022
Q1 		$176K Sell
708
-125
-15% -$30.8K ﹤0.01% 430
2021
Q4 		$235K Buy
833
+251
+43% +$72K 0.01% 343
2021
Q3 		$163K Buy
582
+17
+3% +$4.87K ﹤0.01% 362
2021
Q2 		$164K Buy
565
+12
+2% +$3.36K ﹤0.01% 369
2021
Q1 		$152K Sell
553
-7
-1% -$1.97K 0.01% 349
2020
Q4 		$149K Buy
560
+16
+3% +$3.87K 0.01% 317
2020
Q3 		$116K Sell
544
-25
-4% -$5.28K 0.01% 323
2020
Q2 		$113K Buy
569
+540
+1,862% +$97.5K 0.01% 285
2020
Q1 		$4K Buy
+29
New +$5.38K ﹤0.01% 386

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

Aptus Capital Advisors's VBK Position: Q2 2026 in Review

Aptus Capital Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.4% in Q2 2026, buying an estimated $98.4K and bringing the position to 6,821 shares worth $2.49M. The position accounts for 0.02% of the portfolio, ranked #472.

Aptus Capital Advisors first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Aptus Capital Advisors held 6,821 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.49M as of Q2 2026.
  • Aptus Capital Advisors bought 289 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $98.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Aptus Capital Advisors's portfolio in Q2 2026, its #472 holding.
  • Aptus Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Aptus Capital Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.