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Arvest Investments’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Arvest Investments’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 		$10.9M Buy
29,746
+210
+0.7% +$71.5K 1.32% 21
2026
Q1 		$8.93M Sell
29,536
-116
-0.4% -$36.5K 1.22% 23
2025
Q4 		$8.96M Sell
29,652
-130
-0.4% -$39.2K 1.26% 25
2025
Q3 		$8.86M Sell
29,782
-137
-0.5% -$39.5K 1.27% 23
2025
Q2 		$8.29M Sell
29,919
-73
-0.2% -$18.8K 1.25% 21
2025
Q1 		$7.55M Sell
29,992
-56
-0.2% -$15.5K 1.19% 21
2024
Q4 		$8.42M Sell
30,048
-1,294
-4% -$366K 1.35% 19
2024
Q3 		$8.38M Sell
31,342
-177
-0.6% -$45.4K 1.27% 19
2024
Q2 		$7.88M Sell
31,519
-560
-2% -$140K 1.26% 22
2024
Q1 		$8.36M Sell
32,079
-2,022
-6% -$497K 1.33% 19
2023
Q4 		$8.24M Buy
+34,101
New +$7.4M 1.34% 19

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Arvest Investments's VBK Position: Q2 2026 in Review

Arvest Investments increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.71% in Q2 2026, buying an estimated $71.5K and bringing the position to 29,746 shares worth $10.9M. The position accounts for 1.32% of the portfolio, ranked #21.

Arvest Investments first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Arvest Investments held 29,746 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10.9M as of Q2 2026.
  • Arvest Investments bought 210 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $71.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.32% of Arvest Investments's portfolio in Q2 2026, its #21 holding.
  • Arvest Investments first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.