Clifford Swan Investment Counsel’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Clifford Swan Investment Counsel’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	$334K	Buy	914 +4	+0.4%	+$1.36K	0.01%	270
2026 Q1	$275K	Buy	910 +95	+12%	+$29.9K	0.01%	279
2025 Q4	$246K	Buy	+815	New	+$246K	0.01%	297
2021 Q2	–	Sell	-1,082	Closed	-$297K	–	334
2021 Q1	$297K	Hold	1,082	–	–	0.01%	278
2020 Q4	$290K	Hold	1,082	–	–	0.01%	277
2020 Q3	$233K	Buy	+1,082	New	+$229K	0.01%	284

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

Clifford Swan Investment Counsel's VBK Position: Q2 2026 in Review

Clifford Swan Investment Counsel increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.44% in Q2 2026, buying an estimated $1.36K and bringing the position to 914 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #270.

Clifford Swan Investment Counsel first reported a position in VBK in Q3 2020 and has held it in 6 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Clifford Swan Investment Counsel held 914 shares of Vanguard Morningstar Small-Cap Growth ETF worth $334K as of Q2 2026.
Clifford Swan Investment Counsel bought 4 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.36K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Clifford Swan Investment Counsel's portfolio in Q2 2026, its #270 holding.
Clifford Swan Investment Counsel first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 6 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Clifford Swan Investment Counsel's 13F filing for Q2 2026, filed 20 Aug 2026.