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

Caitlin John’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	$46.1K	Buy	126 +50	+66%	+$17K	0.03%	372
2026 Q1	$23K	Hold	76	–	–	0.01%	400
2025 Q4	$23K	Hold	76	–	–	0.02%	424
2025 Q3	$22.6K	Buy	+76	New	+$21.9K	0.02%	381
2025 Q1	–	Sell	-180	Closed	-$50.4K	–	771
2024 Q4	$50.4K	Hold	180	–	–	0.03%	228
2024 Q3	$52.1K	Hold	180	–	–	0.03%	231
2024 Q2	$45K	Hold	180	–	–	0.03%	256
2024 Q1	$46.9K	Sell	180 -1	-0.6%	-$246	0.04%	246
2023 Q4	$43.8K	Buy	+181	New	+$39.3K	0.04%	235

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

Caitlin John's VBK Position: Q2 2026 in Review

Caitlin John increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 66% in Q2 2026, buying an estimated $17K and bringing the position to 126 shares worth $46.1K. The position accounts for 0.03% of the portfolio, ranked #372.

Caitlin John first reported a position in VBK in Q4 2023 and has held it in 9 quarters since. The position peaked at $52.1K in Q3 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Caitlin John held 126 shares of Vanguard Morningstar Small-Cap Growth ETF worth $46.1K as of Q2 2026.
Caitlin John bought 50 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $17K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #372 holding.
Caitlin John first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
Caitlin John's Vanguard Morningstar Small-Cap Growth ETF position peaked at $52.1K in Q3 2024.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.