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Clarity Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Clarity Capital 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 		$829K Hold
2,267
– – 0.35% 48
2026
Q1 		$685K Sell
2,267
-133
-6% -$41.8K 0.32% 51
2025
Q4 		$725K Buy
2,400
+368
+18% +$111K 0.36% 47
2025
Q3 		$605K Buy
2,032
+1
+0% +$289 0.33% 51
2025
Q2 		$563K Buy
+2,031
New +$523K 0.33% 51

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Clarity Capital Advisors's VBK Position: Q2 2026 in Review

Clarity Capital Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 2,267 shares worth $829K. The position accounts for 0.35% of the portfolio, ranked #48.

Clarity Capital Advisors first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 639 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Clarity Capital Advisors held 2,267 shares of Vanguard Morningstar Small-Cap Growth ETF worth $829K as of Q2 2026.
  • Clarity Capital Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.35% of Clarity Capital Advisors's portfolio in Q2 2026, its #48 holding.
  • Clarity Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 639 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Clarity Capital Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.