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
2024 Q4	–	Sell	-1,000	Closed	-$267K	–	1059
2024 Q3	$267K	Sell	1,000 -2,000	-67%	-$512K	﹤0.01%	291
2024 Q2	$750K	Sell	3,000 -100	-3%	-$24.9K	﹤0.01%	137
2024 Q1	$808K	Buy	3,100 +3,000	+3,000%	+$737K	﹤0.01%	105
2023 Q4	$24.2K	Sell	100 -400	-80%	-$86.8K	﹤0.01%	635
2023 Q3	$107K	Hold	500	–	–	﹤0.01%	321
2023 Q2	$115K	Buy	500 +400	+400%	+$87K	﹤0.01%	412
2023 Q1	$21.6K	Buy	+100	New	+$21.6K	﹤0.01%	704
2021 Q4	–	Sell	-4,200	Closed	-$1.21M	–	635
2021 Q3	$1.21M	Sell	4,200 -4,000	-49%	-$1.15M	0.03%	42
2021 Q2	$2.3M	Buy	+8,200	New	+$2.29M	0.17%	24

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

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.