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Center For Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Center For Asset Management’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 		$1.26M Buy
3,446
+27
+0.8% +$9.2K 0.56% 54
2026
Q1 		$1.03M Buy
3,419
+17
+0.5% +$5.34K 0.51% 53
2025
Q4 		$1.03M Sell
3,402
-128
-4% -$38.6K 0.54% 49
2025
Q3 		$1.05M Sell
3,530
-1,080
-23% -$312K 0.56% 43
2025
Q2 		$1.29M Buy
4,610
+1,000
+28% +$258K 0.8% 32
2025
Q1 		$909K Sell
3,610
-1,109
-24% -$307K 0.56% 44
2024
Q4 		$1.32M Buy
4,719
+369
+8% +$104K 0.86% 30
2024
Q3 		$1.16M Buy
4,350
+194
+5% +$49.7K 0.69% 35
2024
Q2 		$1.04M Buy
4,156
+158
+4% +$39.4K 0.69% 35
2024
Q1 		$1.04M Buy
3,998
+31
+0.8% +$7.61K 0.85% 29
2023
Q4 		$959K Buy
3,967
+84
+2% +$18.2K 0.87% 26
2023
Q3 		$832K Sell
3,883
-128
-3% -$29.1K 0.83% 30
2023
Q2 		$921K Sell
4,011
-81
-2% -$17.6K 0.87% 30
2023
Q1 		$885K Sell
4,092
-29
-0.7% -$6.27K 0.87% 27
2022
Q4 		$826K Sell
4,121
-267
-6% -$54.6K 0.77% 33
2022
Q3 		$856K Buy
4,388
+158
+4% +$33.9K 0.85% 25
2022
Q2 		$833K Buy
4,230
+336
+9% +$72.8K 0.77% 24
2022
Q1 		$966K Sell
3,894
-30
-0.8% -$7.39K 0.75% 32
2021
Q4 		$1.11M Buy
3,924
+5
+0.1% +$1.43K 0.82% 31
2021
Q3 		$1.1M Buy
3,919
+66
+2% +$18.9K 0.92% 31
2021
Q2 		$1.12M Sell
3,853
-50
-1% -$14K 0.96% 30
2021
Q1 		$1.07M Buy
3,903
+91
+2% +$25.7K 1.03% 26
2020
Q4 		$1.02M Buy
+3,812
New +$922K 1.02% 27

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

Center For Asset Management's VBK Position: Q2 2026 in Review

Center For Asset Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.79% in Q2 2026, buying an estimated $9.2K and bringing the position to 3,446 shares worth $1.26M. The position accounts for 0.56% of the portfolio, ranked #54.

Center For Asset Management first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.32M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Center For Asset Management held 3,446 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.26M as of Q2 2026.
  • Center For Asset Management bought 27 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $9.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.56% of Center For Asset Management's portfolio in Q2 2026, its #54 holding.
  • Center For Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Center For Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.32M in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.