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Baltimore-Washington Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Baltimore-Washington Financial 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 		$4.12M Buy
11,271
+2,683
+31% +$914K 0.15% 75
2026
Q1 		$2.6M Buy
+8,588
New +$2.7M 0.11% 73

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

Baltimore-Washington Financial Advisors's VBK Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 31% in Q2 2026, buying an estimated $914K and bringing the position to 11,271 shares worth $4.12M. The position accounts for 0.15% of the portfolio, ranked #75.

Baltimore-Washington Financial Advisors first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Baltimore-Washington Financial Advisors held 11,271 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.12M as of Q2 2026.
  • Baltimore-Washington Financial Advisors bought 2,683 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $914K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #75 holding.
  • Baltimore-Washington Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.