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Checchi Capital Advisers’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Checchi Capital Advisers’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 		$8.76M Sell
23,961
-461
-2% -$157K 0.39% 54
2026
Q1 		$7.38M Buy
24,422
+20,260
+487% +$6.37M 0.37% 55
2025
Q4 		$1.26M Sell
4,162
-21,727
-84% -$6.55M 0.06% 168
2025
Q3 		$7.71M Buy
25,889
+23,174
+854% +$6.69M 0.4% 53
2025
Q2 		$752K Sell
2,715
-170
-6% -$43.8K 0.04% 259
2025
Q1 		$726K Sell
2,885
-26,486
-90% -$7.34M 0.04% 264
2024
Q4 		$8.23M Buy
29,371
+26,247
+840% +$7.42M 0.48% 51
2024
Q3 		$835K Hold
3,124
– – 0.05% 224
2024
Q2 		$781K Sell
3,124
-464
-13% -$116K 0.04% 223
2024
Q1 		$935K Sell
3,588
-168
-4% -$41.3K 0.07% 206
2023
Q4 		$908K Sell
3,756
-14,920
-80% -$3.24M 0.07% 199
2023
Q3 		$4M Buy
18,676
+956
+5% +$217K 0.37% 64
2023
Q2 		$4.07M Buy
17,720
+15,827
+836% +$3.44M 0.36% 66
2023
Q1 		$410K Hold
1,893
– – 0.04% 333
2022
Q4 		$380K Sell
1,893
-16,362
-90% -$3.35M 0.04% 334
2022
Q3 		$3.56M Buy
18,255
+16,560
+977% +$3.55M 0.33% 70
2022
Q2 		$373K Sell
1,695
-310
-15% -$67.2K 0.03% 362
2022
Q1 		$498K Sell
2,005
-10,745
-84% -$2.65M 0.04% 262
2021
Q4 		$3.59M Buy
12,750
+11,084
+665% +$3.18M 0.32% 63
2021
Q3 		$467K Sell
1,666
-24
-1% -$6.87K 0.05% 263
2021
Q2 		$490K Sell
1,690
-30
-2% -$8.39K 0.05% 253
2021
Q1 		$472K Sell
1,720
-7,054
-80% -$1.99M 0.05% 255
2020
Q4 		$2.35M Buy
8,774
+7,145
+439% +$1.73M 0.24% 72
2020
Q3 		$350K Sell
1,629
-2,770
-63% -$585K 0.04% 267
2020
Q2 		$878K Buy
4,399
+2,685
+157% +$485K 0.1% 132
2020
Q1 		$258K Buy
1,714
+408
+31% +$75.7K 0.02% 283
2019
Q4 		$259K Buy
1,306
+55
+4% +$10.4K 0.03% 341
2019
Q3 		$228K Sell
1,251
-215
-15% -$40K 0.03% 367
2019
Q2 		$273K Sell
1,466
-4,089
-74% -$744K 0.03% 319
2019
Q1 		$998K Buy
5,555
+4,080
+277% +$701K 0.12% 103
2018
Q4 		$222K Sell
1,475
-3,097
-68% -$511K 0.03% 321
2018
Q3 		$856K Buy
4,572
+472
+12% +$86.8K 0.1% 135
2018
Q2 		$721K Buy
4,100
+822
+25% +$141K 0.09% 143
2018
Q1 		$537K Sell
3,278
-1,915
-37% -$316K 0.07% 179
2017
Q4 		$835K Buy
5,193
+3,787
+269% +$595K 0.11% 121
2017
Q3 		$215K Buy
1,406
+10
+0.7% +$1.47K 0.02% 353
2017
Q2 		$203K Buy
+1,396
New +$200K 0.02% 355
2017
Q1 		– Sell
-5,389
Closed -$717K – 416
2016
Q4 		$717K Buy
5,389
+126
+2% +$16.5K 0.1% 122
2016
Q3 		$694K Sell
5,263
-37
-0.7% -$4.82K 0.08% 124
2016
Q2 		$657K Buy
5,300
+3,778
+248% +$458K 0.08% 122
2016
Q1 		$181K Sell
1,522
-340
-18% -$37.8K 0.04% 372
2015
Q4 		$226K Sell
1,862
-64
-3% -$7.89K 0.06% 298
2015
Q3 		$227K Sell
1,926
-52
-3% -$6.72K 0.06% 292
2015
Q2 		$265K Sell
1,978
-1,855
-48% -$250K 0.07% 258
2015
Q1 		$505K Buy
3,833
+1,976
+106% +$256K 0.15% 132
2014
Q4 		$234K Buy
1,857
+13
+0.7% +$1.6K 0.09% 251
2014
Q3 		$222K Buy
1,844
+89
+5% +$11K 0.09% 237
2014
Q2 		$224K Sell
1,755
-1,092
-38% -$132K 0.1% 208
2014
Q1 		$354K Buy
+2,847
New +$353K 0.22% 91

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Checchi Capital Advisers's VBK Position: Q2 2026 in Review

Checchi Capital Advisers reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.9% in Q2 2026, selling an estimated $157K and leaving 23,961 shares worth $8.76M. The position accounts for 0.39% of the portfolio, ranked #54.

Checchi Capital Advisers first reported a position in VBK in Q1 2014 and has held it in 49 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Checchi Capital Advisers held 23,961 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.76M as of Q2 2026.
  • Checchi Capital Advisers sold 461 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $157K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.39% of Checchi Capital Advisers's portfolio in Q2 2026, its #54 holding.
  • Checchi Capital Advisers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 49 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Checchi Capital Advisers's 13F filing for Q2 2026, filed 4 Aug 2026.