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

Birchbrook’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
-14
Closed -$4.23K – 321
2026
Q1 		$4.23K Sell
14
-81
-85% -$25.5K ﹤0.01% 236
2025
Q4 		$28.7K Buy
+95
New +$28.7K 0.01% 157
2024
Q1 		– Sell
-21
Closed -$5.08K – 310
2023
Q4 		$5.08K Buy
+21
New +$4.56K ﹤0.01% 240

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Birchbrook's VBK Position: Q2 2026 in Review

Birchbrook sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 14 shares — an estimated $4.23K sold.

Birchbrook first reported a position in VBK in Q4 2023 and held it in 3 quarters. The position peaked at $28.7K in Q4 2025. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Birchbrook reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 14 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.23K.
  • Birchbrook first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 3 quarters.
  • Birchbrook's Vanguard Morningstar Small-Cap Growth ETF position peaked at $28.7K in Q4 2025.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.