Battery Global Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Battery Global 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	$1.35M	Hold	3,680	–	–	0.67%	18
2026 Q1	$1.11M	Sell	3,680 -25,590	-87%	-$8.04M	0.6%	19
2025 Q4	$18.4M	Buy	29,270 +25,590	+695%	+$7.72M	8.51%	4
2025 Q3	$1.1M	Hold	3,680	–	–	0.52%	17
2025 Q2	$1.02M	Hold	3,680	–	–	0.5%	19
2025 Q1	$927K	Hold	3,680	–	–	0.52%	18
2024 Q4	$1.03M	Hold	3,680	–	–	0.55%	19
2024 Q3	$984K	Hold	3,680	–	–	0.53%	20
2024 Q2	$922K	Hold	3,680	–	–	0.61%	17
2024 Q1	$959K	Hold	3,680	–	–	0.78%	13
2023 Q4	$890K	Buy	+3,680	New	+$799K	0.68%	17

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Battery Global Advisors's VBK Position: Q2 2026 in Review

Battery Global Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 3,680 shares worth $1.35M. The position accounts for 0.67% of the portfolio, ranked #18.

Battery Global Advisors first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. The position peaked at $18.4M in Q4 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Battery Global Advisors held 3,680 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.35M as of Q2 2026.
Battery Global Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.67% of Battery Global Advisors's portfolio in Q2 2026, its #18 holding.
Battery Global Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Battery Global Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $18.4M in Q4 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Battery Global Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.