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Crews Bank & Trust’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Crews Bank & Trust’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 		$167K Hold
458
– – 0.02% 243
2026
Q1 		$138K Hold
458
– – 0.02% 253
2025
Q4 		$138K Buy
+458
New +$138K 0.02% 256

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Crews Bank & Trust's VBK Position: Q2 2026 in Review

Crews Bank & Trust held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 458 shares worth $167K. The position accounts for 0.02% of the portfolio, ranked #243.

Crews Bank & Trust first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Crews Bank & Trust held 458 shares of Vanguard Morningstar Small-Cap Growth ETF worth $167K as of Q2 2026.
  • Crews Bank & Trust left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Crews Bank & Trust's portfolio in Q2 2026, its #243 holding.
  • Crews Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Crews Bank & Trust's 13F filing for Q2 2026, filed 16 Jul 2026.