Creekside Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Creekside Partners’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	$2.57M	Sell	7,033 -2	-0%	-$681	0.93%	28
2026 Q1	$2.13M	Sell	7,035 -275	-4%	-$86.4K	0.88%	27
2025 Q4	$2.21M	Buy	7,310 +15	+0.2%	+$4.53K	0.93%	28
2025 Q3	$2.17M	Sell	7,295 -284	-4%	-$82K	0.96%	27
2025 Q2	$2.1M	Sell	7,579 -19	-0.3%	-$4.89K	1%	28
2025 Q1	$1.91M	Buy	7,598 +10	+0.1%	+$2.77K	1%	26
2024 Q4	$2.13M	Buy	7,588 +8	+0.1%	+$2.26K	1.1%	25
2024 Q3	$2.03M	Sell	7,580 -182	-2%	-$46.6K	1.05%	24
2024 Q2	$1.94M	Buy	+7,762	New	+$1.94M	1.08%	26

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

Creekside Partners's VBK Position: Q2 2026 in Review

Creekside Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.03% in Q2 2026, selling an estimated $681 and leaving 7,033 shares worth $2.57M. The position accounts for 0.93% of the portfolio, ranked #28.

Creekside Partners first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Creekside Partners held 7,033 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.57M as of Q2 2026.
Creekside Partners sold 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $681.
Vanguard Morningstar Small-Cap Growth ETF made up 0.93% of Creekside Partners's portfolio in Q2 2026, its #28 holding.
Creekside Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Creekside Partners's 13F filing for Q2 2026, filed 31 Jul 2026.