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

Cliff Asness’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	$8.92M	Buy	24,399 +14,452	+145%	+$4.92M	﹤0.01%	1639
2026 Q1	$3.01M	Buy	9,947 +2,885	+41%	+$907K	﹤0.01%	2085
2025 Q4	$2.13M	Buy	7,062 +1,174	+20%	+$354K	﹤0.01%	2095
2025 Q3	$1.75M	Buy	5,888 +4,221	+253%	+$1.22M	﹤0.01%	2057
2025 Q2	$462K	Buy	1,667 +584	+54%	+$150K	﹤0.01%	2655
2025 Q1	$273K	Buy	+1,083	New	+$300K	﹤0.01%	2735

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

Cliff Asness's VBK Position: Q2 2026 in Review

Cliff Asness increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 145% in Q2 2026, buying an estimated $4.92M and bringing the position to 24,399 shares worth $8.92M. The position accounts for ﹤0.01% of the portfolio, ranked #1639.

Cliff Asness first reported a position in VBK in Q1 2025 and has held it in 6 quarters since. 1,273 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Cliff Asness held 24,399 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.92M as of Q2 2026.
Cliff Asness bought 14,452 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.92M.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Cliff Asness's portfolio in Q2 2026, its #1639 holding.
Cliff Asness first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,273 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on AQR Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.