CPIG
VBK icon

Chicago Partners Investment Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Chicago Partners Investment Group’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 		$6.97M Buy
20,235
+2,839
+16% +$967K 0.14% 127
2026
Q1 		$5.86M Sell
17,396
-365
-2% -$115K 0.13% 141
2025
Q4 		$5.75M Sell
17,761
-117
-0.7% -$35.3K 0.14% 141
2025
Q3 		$5.48M Buy
17,878
+339
+2% +$97.9K 0.14% 140
2025
Q2 		$5.02M Buy
17,539
+790
+5% +$203K 0.14% 144
2025
Q1 		$4.25M Sell
16,749
-1,109
-6% -$307K 0.14% 142
2024
Q4 		$5.07M Buy
17,858
+228
+1% +$64.4K 0.17% 121
2024
Q3 		$4.72M Buy
17,630
+16
+0.1% +$4.1K 0.17% 120
2024
Q2 		$4.57M Buy
17,614
+324
+2% +$80.8K 0.18% 121
2024
Q1 		$4.23M Buy
17,290
+1,259
+8% +$309K 0.18% 121
2023
Q4 		$3.78M Buy
16,031
+46
+0.3% +$9.98K 0.17% 121
2023
Q3 		$3.23M Buy
15,985
+2,520
+19% +$573K 0.17% 119
2023
Q2 		$3.14M Buy
13,465
+1,041
+8% +$226K 0.16% 130
2023
Q1 		$2.69M Buy
12,424
+192
+2% +$41.5K 0.16% 133
2022
Q4 		$2.81M Buy
12,232
+379
+3% +$77.5K 0.17% 125
2022
Q3 		$2.39M Buy
11,853
+1,153
+11% +$247K 0.17% 125
2022
Q2 		$2.35M Buy
10,700
+1,698
+19% +$368K 0.17% 118
2022
Q1 		$1.83M Buy
9,002
+30
+0.3% +$7.39K 0.14% 137
2021
Q4 		$2.19M Buy
8,972
+11
+0.1% +$3.15K 0.15% 130
2021
Q3 		$2.69M Buy
8,961
+4
+0% +$1.15K 0.19% 111
2021
Q2 		$2.54M Buy
8,957
+480
+6% +$134K 0.19% 103
2021
Q1 		$2.48M Sell
8,477
-865
-9% -$244K 0.2% 96
2020
Q4 		$2.69M Buy
9,342
+16
+0.2% +$3.87K 0.26% 77
2020
Q3 		$2.09M Buy
9,326
+11
+0.1% +$2.32K 0.25% 69
2020
Q2 		$1.95M Buy
9,315
+136
+1% +$24.5K 0.24% 71
2020
Q1 		$1.52M Buy
9,179
+1,543
+20% +$286K 0.23% 77
2019
Q4 		$1.58M Buy
7,636
+16
+0.2% +$3.04K 0.19% 86
2019
Q3 		$1.4M Sell
7,620
-14
-0.2% -$2.61K 0.2% 89
2019
Q2 		$1.44M Sell
7,634
-1,276
-14% -$232K 0.21% 90
2019
Q1 		$1.62M Buy
8,910
+9
+0.1% +$1.55K 0.24% 81
2018
Q4 		$1.43M Buy
8,901
+121
+1% +$20K 0.21% 87
2018
Q3 		$1.41M Buy
8,780
+422
+5% +$77.6K 0.21% 86
2018
Q2 		$1.47M Buy
8,358
+906
+12% +$155K 0.23% 78
2018
Q1 		$1.22M Buy
7,452
+1
+0% +$165 0.21% 87
2017
Q4 		$1.2M Buy
7,451
+24
+0.3% +$3.77K 0.2% 93
2017
Q3 		$1.13M Buy
7,427
+6,611
+810% +$972K 0.19% 91
2017
Q2 		$113K Sell
816
-2,610
-76% -$374K 0.03% 266
2017
Q1 		$482K Buy
3,426
+7
+0.2% +$969 0.14% 111
2016
Q4 		$455K Buy
3,419
+3,245
+1,865% +$424K 0.17% 104
2016
Q3 		$23K Hold
174
– – 0.01% 356
2016
Q2 		$22K Hold
174
– – 0.01% 312
2016
Q1 		$21K Hold
174
– – 0.01% 295
2015
Q4 		$21K Hold
174
– – 0.01% 339
2015
Q3 		$20K Hold
174
– – 0.01% 289
2015
Q2 		$23K Sell
174
-8
-4% -$1.08K 0.01% 290
2015
Q1 		$23K Buy
182
+8
+5% +$1.04K 0.01% 281
2014
Q4 		$22K Buy
+174
New +$21.4K 0.01% 281

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

Chicago Partners Investment Group's VBK Position: Q2 2026 in Review

Chicago Partners Investment Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 16% in Q2 2026, buying an estimated $967K and bringing the position to 20,235 shares worth $6.97M. The position accounts for 0.14% of the portfolio, ranked #127.

Chicago Partners Investment Group first reported a position in VBK in Q4 2014 and has held it in 47 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Chicago Partners Investment Group held 20,235 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.97M as of Q2 2026.
  • Chicago Partners Investment Group bought 2,839 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $967K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Chicago Partners Investment Group's portfolio in Q2 2026, its #127 holding.
  • Chicago Partners Investment Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Chicago Partners Investment Group's 13F filing for Q2 2026, filed 30 Jul 2026.