Balyasny Asset Management
VBK icon

Balyasny Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Balyasny Asset Management’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 		– Sell
-3,720
Closed -$1.12M – 3531
2026
Q1 		$1.12M Buy
+3,720
New +$1.17M ﹤0.01% 2032
2024
Q4 		– Sell
-156,625
Closed -$41.9M – 3289
2024
Q3 		$41.9M Sell
156,625
-240,539
-61% -$61.6M 0.07% 367
2024
Q2 		$99.3M Hold
397,164
– – 0.17% 126
2024
Q1 		$104M Buy
+397,164
New +$97.6M 0.18% 113

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

Balyasny Asset Management's VBK Position: Q2 2026 in Review

Balyasny Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 3,720 shares — an estimated $1.12M sold.

Balyasny Asset Management first reported a position in VBK in Q1 2024 and held it in 4 quarters. The position peaked at $104M in Q1 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Balyasny Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Balyasny Asset Management sold 3,720 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.12M.
  • Balyasny Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and held it in 4 quarters.
  • Balyasny Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $104M in Q1 2024.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Balyasny Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.