Choate Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Choate Investment 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	$569K	Buy	1,557 +83	+6%	+$28.3K	0.01%	306
2026 Q1	$446K	Sell	1,474 -750	-34%	-$236K	0.01%	313
2025 Q4	$672K	Hold	2,224	–	–	0.01%	271
2025 Q3	$662K	Hold	2,224	–	–	0.01%	254
2025 Q2	$616K	Hold	2,224	–	–	0.01%	246
2025 Q1	$560K	Buy	2,224 +750	+51%	+$208K	0.01%	245
2024 Q4	$413K	Buy	+1,474	New	+$417K	0.01%	291
2021 Q2	–	Sell	-30	Closed	-$8K	–	371
2021 Q1	$8K	Buy	+30	New	+$8.46K	﹤0.01%	292

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

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

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Choate Investment Advisors's VBK Position: Q2 2026 in Review

Choate Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.6% in Q2 2026, buying an estimated $28.3K and bringing the position to 1,557 shares worth $569K. The position accounts for 0.01% of the portfolio, ranked #306.

Choate Investment Advisors first reported a position in VBK in Q1 2021 and has held it in 8 quarters since. The position peaked at $672K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Choate Investment Advisors held 1,557 shares of Vanguard Morningstar Small-Cap Growth ETF worth $569K as of Q2 2026.
Choate Investment Advisors bought 83 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $28.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Choate Investment Advisors's portfolio in Q2 2026, its #306 holding.
Choate Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 8 quarters since.
Choate Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $672K in Q4 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Choate Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.