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Cardiff Park Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cardiff Park 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 		$499K Buy
1,364
+1
+0.1% +$341 0.04% 177
2026
Q1 		$412K Buy
1,363
+1
+0.1% +$314 0.03% 199
2025
Q4 		$411K Buy
1,362
+4
+0.3% +$1.21K 0.03% 192
2025
Q3 		$404K Buy
1,358
+2
+0.1% +$577 0.03% 206
2025
Q2 		$376K Hold
1,356
– – 0.03% 199
2025
Q1 		$341K Buy
1,356
+2
+0.1% +$554 0.03% 201
2024
Q4 		$379K Buy
1,354
+74
+6% +$20.9K 0.04% 190
2024
Q3 		$342K Buy
1,280
+3
+0.2% +$769 0.03% 192
2024
Q2 		$319K Hold
1,277
– – 0.03% 192
2024
Q1 		$333K Buy
1,277
+2
+0.2% +$491 0.03% 193
2023
Q4 		$308K Buy
1,275
+3
+0.2% +$651 0.03% 185
2023
Q3 		$272K Buy
1,272
+2
+0.2% +$455 0.03% 182
2023
Q2 		$292K Sell
1,270
-175
-12% -$38.1K 0.04% 189
2023
Q1 		$313K Buy
1,445
+3
+0.2% +$648 0.04% 181
2022
Q4 		$289K Buy
1,442
+3
+0.2% +$614 0.04% 196
2022
Q3 		$281K Buy
1,439
+3
+0.2% +$644 0.04% 193
2022
Q2 		$283K Buy
1,436
+123
+9% +$26.7K 0.04% 196
2022
Q1 		$326K Buy
1,313
+220
+20% +$54.2K 0.05% 184
2021
Q4 		$308K Buy
+1,093
New +$313K 0.04% 187

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

Cardiff Park Advisors's VBK Position: Q2 2026 in Review

Cardiff Park Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.07% in Q2 2026, buying an estimated $341 and bringing the position to 1,364 shares worth $499K. The position accounts for 0.04% of the portfolio, ranked #177.

Cardiff Park Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cardiff Park Advisors held 1,364 shares of Vanguard Morningstar Small-Cap Growth ETF worth $499K as of Q2 2026.
  • Cardiff Park Advisors bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #177 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.