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Bank of Jackson Hole Trust’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bank of Jackson Hole Trust’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
-177
Closed -$53.5K – 440
2026
Q1 		$53.5K Buy
177
+25
+16% +$7.86K 0.03% 242
2025
Q4 		$45.9K Hold
152
– – 0.02% 253
2025
Q3 		$45.2K Hold
152
– – 0.02% 258
2025
Q2 		$42.1K Hold
152
– – 0.02% 249
2025
Q1 		$41.6K Hold
152
– – 0.03% 246
2024
Q4 		$42.6K Buy
+152
New +$43K 0.03% 235

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

Bank of Jackson Hole Trust's VBK Position: Q2 2026 in Review

Bank of Jackson Hole Trust sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 177 shares — an estimated $53.5K sold.

Bank of Jackson Hole Trust first reported a position in VBK in Q4 2024 and held it in 6 quarters. The position peaked at $53.5K in Q1 2026. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Bank of Jackson Hole Trust reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Bank of Jackson Hole Trust sold 177 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $53.5K.
  • Bank of Jackson Hole Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
  • Bank of Jackson Hole Trust's Vanguard Morningstar Small-Cap Growth ETF position peaked at $53.5K in Q1 2026.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Bank of Jackson Hole Trust's 13F filing for Q2 2026.