Belvedere Trading
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Belvedere Trading’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Belvedere Trading’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 		$36.6K Sell
100
-2,400
-96% -$817K ﹤0.01% 852
2026
Q1 		$756K Buy
2,500
+100
+4% +$31.4K ﹤0.01% 190
2025
Q4 		$725K Buy
2,400
+900
+60% +$272K ﹤0.01% 229
2025
Q3 		$446K Sell
1,500
-1,000
-40% -$289K ﹤0.01% 286
2025
Q2 		$692K Buy
+2,500
New +$644K ﹤0.01% 185
2024
Q4 		– Sell
-13,600
Closed -$3.64M – 1058
2024
Q3 		$3.64M Buy
13,600
+10,300
+312% +$2.64M ﹤0.01% 62
2024
Q2 		$825K Sell
3,300
-3,800
-54% -$948K ﹤0.01% 130
2024
Q1 		$1.85M Buy
7,100
+3,900
+122% +$958K ﹤0.01% 70
2023
Q4 		$774K Sell
3,200
-2,800
-47% -$608K ﹤0.01% 112
2023
Q3 		$1.29M Sell
6,000
-4,700
-44% -$1.07M ﹤0.01% 66
2023
Q2 		$2.46M Buy
10,700
+5,600
+110% +$1.22M ﹤0.01% 41
2023
Q1 		$1.1M Buy
+5,100
New +$1.1M ﹤0.01% 73
2021
Q4 		– Sell
-10,600
Closed -$3.06M – 634
2021
Q3 		$3.06M Buy
10,600
+1,600
+18% +$458K 0.08% 21
2021
Q2 		$2.53M Buy
+9,000
New +$2.52M 0.19% 21

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

Belvedere Trading's VBK Position: Q2 2026 in Review

Belvedere Trading opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 951 shares worth $348K. The stake represents ﹤0.01% of the portfolio and ranks #413 among its holdings. This is a return to the name: Belvedere Trading previously reported a position in VBK as recently as Q1 2023.

Belvedere Trading first reported a position in VBK in Q1 2023 and has held it in 2 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Belvedere Trading held 951 shares of Vanguard Morningstar Small-Cap Growth ETF worth $348K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Belvedere Trading position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Belvedere Trading's portfolio in Q2 2026, its #413 holding.
  • Belvedere Trading first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 2 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Belvedere Trading's 13F filing for Q2 2026, filed 31 Jul 2026.