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Brindle & Bay Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Brindle & Bay Financial 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 		$6.74M Buy
18,424
+2,778
+18% +$946K 3.37% 8
2026
Q1 		$4.73M Buy
15,646
+8,226
+111% +$2.59M 2.9% 11
2025
Q4 		$2.24M Buy
+7,420
New +$2.24M 1.49% 17

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

Brindle & Bay Financial Advisors's VBK Position: Q2 2026 in Review

Brindle & Bay Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 18% in Q2 2026, buying an estimated $946K and bringing the position to 18,424 shares worth $6.74M. The position accounts for 3.37% of the portfolio, ranked #8.

Brindle & Bay Financial Advisors first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,269 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Brindle & Bay Financial Advisors held 18,424 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.74M as of Q2 2026.
  • Brindle & Bay Financial Advisors bought 2,778 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $946K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.37% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #8 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.