Citigroup
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Citigroup’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Citigroup’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
2021
Q3 		– Sell
-7,200
Closed -$2.09M – 6318
2021
Q2 		$2.09M Hold
7,200
– – ﹤0.01% 2632
2021
Q1 		$1.98M Buy
+7,200
New +$2.03M ﹤0.01% 2501

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

Citigroup's VBK Position: Q2 2026 in Review

Citigroup increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.8% in Q2 2026, buying an estimated $253K and bringing the position to 13,478 shares worth $4.93M. The position accounts for ﹤0.01% of the portfolio, ranked #2153.

Citigroup first reported a position in VBK in Q2 2013 and has held it in 53 quarters since. The position peaked at $11.1M in Q2 2021. 1,281 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Citigroup held 13,478 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.93M as of Q2 2026.
  • Citigroup bought 744 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $253K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Citigroup's portfolio in Q2 2026, its #2153 holding.
  • Citigroup first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Citigroup's Vanguard Morningstar Small-Cap Growth ETF position peaked at $11.1M in Q2 2021.
  • 1,281 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Citigroup's 13F filing for Q2 2026, filed 3 Aug 2026.