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Archer Investment Corporation’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Archer Investment Corporation’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 		$78.6K Buy
215
+88
+69% +$30K 0.02% 458
2026
Q1 		$38.4K Hold
127
– – 0.01% 571
2025
Q4 		$38.4K Sell
127
-17
-12% -$5.13K 0.01% 517
2025
Q3 		$42.9K Sell
144
-6
-4% -$1.73K 0.01% 498
2025
Q2 		$41.6K Hold
150
– – 0.01% 501
2025
Q1 		$37.8K Hold
150
– – 0.01% 496
2024
Q4 		$42K Hold
150
– – 0.01% 469
2024
Q3 		$40.1K Hold
150
– – 0.01% 467
2024
Q2 		$37.5K Buy
150
+33
+28% +$8.23K 0.01% 460
2024
Q1 		$30.5K Hold
117
– – 0.01% 475
2023
Q4 		$28.3K Hold
117
– – 0.01% 480
2023
Q3 		$25.1K Hold
117
– – 0.01% 475
2023
Q2 		$26.9K Buy
117
+17
+17% +$3.7K 0.01% 466
2023
Q1 		$21.6K Hold
100
– – 0.01% 472
2022
Q4 		$20.1K Hold
100
– – 0.01% 466
2022
Q3 		$19.5K Hold
100
– – 0.01% 452
2022
Q2 		$19.7K Hold
100
– – 0.01% 458
2022
Q1 		$23.8K Hold
100
– – 0.01% 455
2021
Q4 		$28.2K Hold
100
– – 0.01% 446
2021
Q3 		$28K Hold
100
– – 0.01% 427
2021
Q2 		$29K Buy
100
+88
+733% +$24.6K 0.01% 384
2021
Q1 		$3.3K Hold
12
– – ﹤0.01% 638
2020
Q4 		$3.21K Hold
12
– – ﹤0.01% 605
2020
Q3 		$2.58K Sell
12
-11
-48% -$2.32K ﹤0.01% 558
2020
Q2 		$4.59K Hold
23
– – ﹤0.01% 512
2020
Q1 		$4K Hold
23
– – ﹤0.01% 502
2019
Q4 		$5K Sell
23
-18
-44% -$3.42K ﹤0.01% 510
2019
Q3 		$7K Buy
41
+11
+37% +$2.05K ﹤0.01% 370
2019
Q2 		$5K Buy
30
+18
+150% +$3.27K ﹤0.01% 389
2019
Q1 		$2K Hold
12
– – ﹤0.01% 453
2018
Q4 		$2K Buy
+12
New +$1.98K ﹤0.01% 418

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Archer Investment Corporation's VBK Position: Q2 2026 in Review

Archer Investment Corporation increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 69% in Q2 2026, buying an estimated $30K and bringing the position to 215 shares worth $78.6K. The position accounts for 0.02% of the portfolio, ranked #458.

Archer Investment Corporation first reported a position in VBK in Q4 2018 and has held it in 31 quarters since. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Archer Investment Corporation held 215 shares of Vanguard Morningstar Small-Cap Growth ETF worth $78.6K as of Q2 2026.
  • Archer Investment Corporation bought 88 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $30K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Archer Investment Corporation's portfolio in Q2 2026, its #458 holding.
  • Archer Investment Corporation first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Archer Investment Corporation's 13F filing for Q2 2026, filed 3 Aug 2026.