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Csenge Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Csenge Advisory Group’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 		$745K Sell
2,037
-25
-1% -$8.52K 0.03% 378
2026
Q1 		$623K Sell
2,062
-26
-1% -$8.17K 0.03% 393
2025
Q4 		$631K Buy
2,088
+63
+3% +$19K 0.03% 391
2025
Q3 		$603K Sell
2,025
-3,084
-60% -$890K 0.03% 393
2025
Q2 		$1.35M Sell
5,109
-153
-3% -$39.4K 0.07% 215
2025
Q1 		$1.24M Sell
5,262
-607
-10% -$168K 0.07% 219
2024
Q4 		$1.64M Sell
5,869
-158
-3% -$44.7K 0.09% 178
2024
Q3 		$1.64M Sell
6,027
-244
-4% -$62.5K 0.09% 179
2024
Q2 		$1.57M Buy
6,271
+632
+11% +$158K 0.09% 171
2024
Q1 		$1.47M Sell
5,639
-345
-6% -$84.7K 0.08% 191
2023
Q4 		$1.45M Buy
5,984
+215
+4% +$46.7K 0.09% 183
2023
Q3 		$1.24M Buy
5,769
+91
+2% +$20.7K 0.08% 186
2023
Q2 		$1.3M Buy
5,678
+154
+3% +$33.5K 0.09% 176
2023
Q1 		$1.2M Buy
5,524
+477
+9% +$103K 0.09% 180
2022
Q4 		$1.01M Buy
5,047
+313
+7% +$64K 0.08% 216
2022
Q3 		$924K Buy
4,734
+103
+2% +$22.1K 0.08% 213
2022
Q2 		$912K Buy
4,631
+614
+15% +$133K 0.08% 228
2022
Q1 		$997K Buy
4,017
+639
+19% +$157K 0.08% 217
2021
Q4 		$983K Buy
3,378
+56
+2% +$16.1K 0.09% 200
2021
Q3 		$942K Sell
3,322
-56
-2% -$16K 0.08% 230
2021
Q2 		$983K Buy
3,378
+132
+4% +$36.9K 0.09% 200
2021
Q1 		$913K Sell
3,246
-170
-5% -$47.9K 0.09% 171
2020
Q4 		$914K Sell
3,416
-246
-7% -$59.5K 0.11% 140
2020
Q3 		$813K Sell
3,662
-75
-2% -$15.8K 0.11% 152
2020
Q2 		$746K Sell
3,737
-1,694
-31% -$306K 0.11% 143
2020
Q1 		$816K Buy
5,431
+1,027
+23% +$191K 0.21% 102
2019
Q4 		$875K Buy
4,404
+44
+1% +$8.35K 0.22% 97
2019
Q3 		$794K Buy
+4,360
New +$812K 0.22% 100
2018
Q4 		– Sell
-24
Closed -$3K – 1432
2018
Q3 		$3K Buy
+24
New +$4.41K ﹤0.01% 711

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

Csenge Advisory Group's VBK Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.2% in Q2 2026, selling an estimated $8.52K and leaving 2,037 shares worth $745K. The position accounts for 0.03% of the portfolio, ranked #378.

Csenge Advisory Group first reported a position in VBK in Q3 2018 and has held it in 29 quarters since. The position peaked at $1.64M in Q4 2024. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Csenge Advisory Group held 2,037 shares of Vanguard Morningstar Small-Cap Growth ETF worth $745K as of Q2 2026.
  • Csenge Advisory Group sold 25 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.52K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Csenge Advisory Group's portfolio in Q2 2026, its #378 holding.
  • Csenge Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 29 quarters since.
  • Csenge Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.64M in Q4 2024.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.