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

Concurrent Investment 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 		$3.25M Buy
8,890
+271
+3% +$92.3K 0.03% 563
2026
Q1 		$2.61M Buy
8,619
+260
+3% +$81.7K 0.03% 533
2025
Q4 		$2.53M Buy
8,359
+577
+7% +$174K 0.03% 502
2025
Q3 		$2.32M Sell
7,782
-552
-7% -$159K 0.04% 427
2025
Q2 		$2.31M Buy
8,334
+1,012
+14% +$261K 0.04% 395
2025
Q1 		$1.84M Buy
7,322
+876
+14% +$243K 0.04% 379
2024
Q4 		$1.81M Buy
6,446
+279
+5% +$78.9K 0.05% 349
2024
Q3 		$1.65M Buy
6,167
+2,645
+75% +$678K 0.05% 359
2024
Q2 		$881K Buy
3,522
+52
+1% +$13K 0.03% 460
2024
Q1 		$905K Buy
3,470
+352
+11% +$86.5K 0.04% 389
2023
Q4 		$754K Buy
+3,118
New +$677K 0.04% 389

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

Concurrent Investment Advisors's VBK Position: Q2 2026 in Review

Concurrent Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.1% in Q2 2026, buying an estimated $92.3K and bringing the position to 8,890 shares worth $3.25M. The position accounts for 0.03% of the portfolio, ranked #563.

Concurrent Investment Advisors first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Concurrent Investment Advisors held 8,890 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.25M as of Q2 2026.
  • Concurrent Investment Advisors bought 271 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $92.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Concurrent Investment Advisors's portfolio in Q2 2026, its #563 holding.
  • Concurrent Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Concurrent Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.