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

Clearstead 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 		$583K Buy
1,594
+348
+28% +$119K 0.01% 704
2026
Q1 		$376K Sell
1,246
-77
-6% -$24.2K ﹤0.01% 789
2025
Q4 		$400K Sell
1,323
-191
-13% -$57.6K 0.01% 720
2025
Q3 		$451K Sell
1,514
-185
-11% -$53.4K 0.01% 666
2025
Q2 		$471K Buy
1,699
+203
+14% +$52.3K 0.01% 628
2025
Q1 		$377K Buy
1,496
+2
+0.1% +$554 0.01% 648
2024
Q4 		$418K Sell
1,494
-6,479
-81% -$1.83M 0.01% 627
2024
Q3 		$2.13M Buy
7,973
+6,970
+695% +$1.79M 0.03% 290
2024
Q2 		$251K Sell
1,003
-48
-5% -$12K ﹤0.01% 743
2024
Q1 		$265K Sell
1,051
-307
-23% -$75.4K 0.01% 422
2023
Q4 		$328K Buy
1,358
+446
+49% +$96.8K 0.02% 382
2023
Q3 		$195K Buy
912
+300
+49% +$68.2K 0.01% 433
2023
Q2 		$141K Hold
612
– – 0.01% 495
2023
Q1 		$133K Sell
612
-338
-36% -$73.1K 0.01% 458
2022
Q4 		$191K Buy
950
+698
+277% +$143K 0.01% 389
2022
Q3 		$49K Sell
252
-486
-66% -$104K ﹤0.01% 611
2022
Q2 		$145K Sell
738
-47
-6% -$10.2K 0.01% 427
2022
Q1 		$195K Hold
785
– – 0.01% 410
2021
Q4 		$221K Buy
785
+86
+12% +$24.7K 0.02% 377
2021
Q3 		$196K Hold
699
– – 0.01% 372
2021
Q2 		$203K Hold
699
– – 0.02% 341
2021
Q1 		$192K Buy
699
+364
+109% +$103K 0.02% 339
2020
Q4 		$90K Hold
335
– – 0.01% 435
2020
Q3 		$72K Buy
335
+63
+23% +$13.3K 0.01% 413
2020
Q2 		$54K Hold
272
– – 0.01% 425
2020
Q1 		$41K Buy
+272
New +$50.5K 0.01% 430

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

Clearstead Advisors's VBK Position: Q2 2026 in Review

Clearstead Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 28% in Q2 2026, buying an estimated $119K and bringing the position to 1,594 shares worth $583K. The position accounts for 0.01% of the portfolio, ranked #704.

Clearstead Advisors first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.13M in Q3 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Clearstead Advisors held 1,594 shares of Vanguard Morningstar Small-Cap Growth ETF worth $583K as of Q2 2026.
  • Clearstead Advisors bought 348 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $119K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Clearstead Advisors's portfolio in Q2 2026, its #704 holding.
  • Clearstead Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Clearstead Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.13M in Q3 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.