Coordinated Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Coordinated Financial Services’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 Q1	$841K	Buy	2,782 +40	+1%	+$12.6K	0.48%	60
2025 Q4	$828K	Sell	2,742 -9	-0.3%	-$2.71K	0.48%	64
2025 Q3	$819K	Sell	2,751 -20	-0.7%	-$5.77K	0.53%	58
2025 Q2	$768K	Buy	2,771 +506	+22%	+$130K	0.53%	60
2025 Q1	$570K	Buy	2,265 +83	+4%	+$23K	0.44%	67
2024 Q4	$611K	Buy	+2,182	New	+$617K	0.48%	60
2024 Q2	$536K	Sell	2,142 -47	-2%	-$11.7K	0.46%	63
2024 Q1	$571K	Buy	+2,189	New	+$538K	0.5%	56

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Coordinated Financial Services's VBK Position: Q1 2026 in Review

Coordinated Financial Services increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.5% in Q1 2026, buying an estimated $12.6K and bringing the position to 2,782 shares worth $841K. The position accounts for 0.48% of the portfolio, ranked #60.

Coordinated Financial Services first reported a position in VBK in Q1 2024 and has held it in 8 quarters since. 1,219 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Coordinated Financial Services held 2,782 shares of Vanguard Morningstar Small-Cap Growth ETF worth $841K as of Q1 2026.
Coordinated Financial Services bought 40 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $12.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.48% of Coordinated Financial Services's portfolio in Q1 2026, its #60 holding.
Coordinated Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Coordinated Financial Services's 13F filing for Q1 2026, filed 4 May 2026.