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Brooklyn Investment Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Brooklyn Investment Group’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
Q1 		$578K Buy
1,912
+710
+59% +$223K 0.02% 929
2025
Q4 		$369K Buy
+1,202
New +$363K 0.02% 884

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Brooklyn Investment Group's VBK Position: Q1 2026 in Review

Brooklyn Investment Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 59% in Q1 2026, buying an estimated $223K and bringing the position to 1,912 shares worth $578K. The position accounts for 0.02% of the portfolio, ranked #929.

Brooklyn Investment Group first reported a position in VBK in Q4 2025 and has held it in 2 quarters since. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Brooklyn Investment Group held 1,912 shares of Vanguard Morningstar Small-Cap Growth ETF worth $578K as of Q1 2026.
  • Brooklyn Investment Group bought 710 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $223K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Brooklyn Investment Group's portfolio in Q1 2026, its #929 holding.
  • Brooklyn Investment Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Brooklyn Investment Group's 13F filing for Q1 2026, filed 29 Apr 2026.