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

Camelot Portfolios’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	–	Sell	-14	Closed	-$4.23K	–	526
2025 Q4	$4.23K	Buy	+14	New	+$4.22K	﹤0.01%	497
2024 Q3	–	Sell	-13	Closed	-$3.25K	–	548
2024 Q2	$3.25K	Buy	+13	New	+$3.24K	﹤0.01%	500
2020 Q3	–	Sell	-4,203	Closed	-$839K	–	210
2020 Q2	$839K	Buy	+4,203	New	+$759K	0.54%	52
2020 Q1	–	Sell	-8,509	Closed	-$1.69M	–	250
2019 Q4	$1.69M	Buy	+8,509	New	+$1.61M	0.71%	36

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

Corient Private Wealth Miami, Florida $77.5B AUM 27.94% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Camelot Portfolios's VBK Position: Q1 2026 in Review

Camelot Portfolios sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 14 shares — an estimated $4.23K sold.

Camelot Portfolios first reported a position in VBK in Q4 2019 and held it in 4 quarters. The position peaked at $1.69M in Q4 2019. 1,218 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Camelot Portfolios reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Camelot Portfolios sold 14 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $4.23K.
Camelot Portfolios first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and held it in 4 quarters.
Camelot Portfolios's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.69M in Q4 2019.
1,218 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Camelot Portfolios's 13F filing for Q1 2026, filed 8 May 2026.