BIA
VBK icon

Bell Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bell Investment 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 		$5.85K Sell
16
-16
-50% -$5.45K ﹤0.01% 917
2026
Q1 		$9.67K Buy
+32
New +$10.1K ﹤0.01% 690
2025
Q2 		– Sell
-179
Closed -$45.1K – 1976
2025
Q1 		$45.1K Hold
179
– – 0.01% 236
2024
Q4 		$50.1K Hold
179
– – 0.01% 220
2024
Q3 		$47.9K Hold
179
– – 0.01% 230
2024
Q2 		$44.8K Buy
+179
New +$44.7K 0.01% 233

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

Bell Investment Advisors's VBK Position: Q2 2026 in Review

Bell Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 50% in Q2 2026, selling an estimated $5.45K and leaving 16 shares worth $5.85K. The position accounts for ﹤0.01% of the portfolio, ranked #917.

Bell Investment Advisors first reported a position in VBK in Q2 2024 and has held it in 6 quarters since. The position peaked at $50.1K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Bell Investment Advisors held 16 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.85K as of Q2 2026.
  • Bell Investment Advisors sold 16 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.45K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Bell Investment Advisors's portfolio in Q2 2026, its #917 holding.
  • Bell Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • Bell Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $50.1K in Q4 2024.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Bell Investment Advisors's 13F filing for Q2 2026, filed 7 Aug 2026.