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CX Institutional’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

CX Institutional’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 		$7.6M Buy
20,779
+6
+0% +$2.04K 0.22% 115
2026
Q1 		$6.28M Sell
20,773
-14,309
-41% -$4.5M 0.19% 126
2025
Q4 		$10.6M Buy
35,082
+369
+1% +$111K 0.32% 69
2025
Q3 		$10.3M Sell
34,713
-159
-0.5% -$45.9K 0.31% 68
2025
Q2 		$9.66M Buy
34,872
+9,409
+37% +$2.42M 0.34% 57
2025
Q1 		$6.41M Buy
25,463
+5,761
+29% +$1.6M 0.24% 98
2024
Q4 		$5.52M Buy
19,702
+3,520
+22% +$995K 0.22% 111
2024
Q3 		$4.33M Sell
16,182
-2,138
-12% -$548K 0.19% 144
2024
Q2 		$4.58M Buy
18,320
+77
+0.4% +$19.2K 0.22% 114
2024
Q1 		$4.76M Sell
18,243
-143
-0.8% -$35.1K 0.23% 105
2023
Q4 		$4.45M Buy
18,386
+1,569
+9% +$341K 0.24% 109
2023
Q3 		$3.6M Buy
16,817
+183
+1% +$41.6K 0.2% 129
2023
Q2 		$3.82M Sell
16,634
-143
-0.9% -$31.1K 0.2% 151
2023
Q1 		$3.63M Sell
16,777
-4,978
-23% -$1.08M 0.19% 164
2022
Q4 		$4.36M Buy
21,755
+6,269
+40% +$1.28M 0.27% 99
2022
Q3 		$3.02M Buy
15,486
+2,213
+17% +$475K 0.21% 120
2022
Q2 		$2.62M Sell
13,273
-6,923
-34% -$1.5M 0.2% 132
2022
Q1 		$5.01M Sell
20,196
-1,551
-7% -$382K 0.4% 63
2021
Q4 		$6.13M Buy
21,747
+305
+1% +$87.5K 0.49% 58
2021
Q3 		$6.01M Buy
21,442
+3,151
+17% +$902K 0.49% 55
2021
Q2 		$5.3M Buy
18,291
+1,816
+11% +$508K 0.44% 59
2021
Q1 		$4.52M Buy
16,475
+2,525
+18% +$712K 0.4% 76
2020
Q4 		$3.73M Buy
13,950
+303
+2% +$73.3K 0.36% 68
2020
Q3 		$2.93M Sell
13,647
-4,783
-26% -$1.01M 0.32% 86
2020
Q2 		$3.68M Buy
18,430
+18,402
+65,721% +$3.32M 0.48% 49
2020
Q1 		$4K Sell
28
-12
-30% -$2.23K ﹤0.01% 591
2019
Q4 		$8K Hold
40
– – ﹤0.01% 476
2019
Q3 		$7K Sell
40
-12
-23% -$2.23K ﹤0.01% 524
2019
Q2 		$10K Buy
52
+11
+27% +$2K ﹤0.01% 496
2019
Q1 		$7K Buy
+41
New +$7.04K ﹤0.01% 502

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

CX Institutional's VBK Position: Q2 2026 in Review

CX Institutional increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.03% in Q2 2026, buying an estimated $2.04K and bringing the position to 20,779 shares worth $7.6M. The position accounts for 0.22% of the portfolio, ranked #115.

CX Institutional first reported a position in VBK in Q1 2019 and has held it in 30 quarters since. The position peaked at $10.6M in Q4 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • CX Institutional held 20,779 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.6M as of Q2 2026.
  • CX Institutional bought 6 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.04K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.22% of CX Institutional's portfolio in Q2 2026, its #115 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • CX Institutional's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.6M in Q4 2025.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.