Diversify Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$1.45M Buy
+4,223
New +$1.44M 0.02% 513
2026
Q1
Sell
-2,710
Closed -$881K 823
2025
Q4
$881K Buy
2,710
+48
+2% +$14.5K 0.03% 429
2025
Q3
$806K Buy
2,662
+97
+4% +$28K 0.03% 424
2025
Q2
$730K Sell
2,565
-52
-2% -$13.4K 0.03% 412
2025
Q1
$652K Sell
2,617
-39
-1% -$10.8K 0.04% 299
2024
Q4
$744K Buy
2,656
+115
+5% +$32.5K 0.04% 284
2024
Q3
$685K Buy
2,541
+174
+7% +$44.6K 0.04% 319
2024
Q2
$587K Sell
2,367
-181
-7% -$45.2K 0.03% 352
2024
Q1
$658K Buy
+2,548
New +$626K 0.04% 350

Other funds holding VBK

Diversify Advisory Services's VBK Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 4,223 shares worth $1.45M. The stake represents 0.02% of the portfolio and ranks #513 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VBK as recently as Q4 2025.

Diversify Advisory Services first reported a position in VBK in Q1 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Diversify Advisory Services held 4,223 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.45M as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Diversify Advisory Services's portfolio in Q2 2026, its #513 holding.
  • Diversify Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 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 Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.