Eagle Global Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Eagle Global Advisors’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	$203K	Buy	+555	New	+$189K	0.01%	270

Other funds holding VBK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Eagle Global Advisors's VBK Position: Q2 2026 in Review

Eagle Global Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 555 shares worth $203K. The stake represents 0.01% of the portfolio and ranks #270 among its holdings.

867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Eagle Global Advisors held 555 shares of Vanguard Morningstar Small-Cap Growth ETF worth $203K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Eagle Global Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Eagle Global Advisors's portfolio in Q2 2026, its #270 holding.
867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Eagle Global Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.