EL
VBK icon

EWA LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

EWA LLC’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 		$506K Sell
1,383
-7
-0.5% -$2.38K 0.09% 132
2026
Q1 		$420K Buy
1,390
+1
+0.1% +$314 0.1% 124
2025
Q4 		$420K Sell
1,389
-5
-0.4% -$1.51K 0.1% 105
2025
Q3 		$415K Buy
1,394
+1
+0.1% +$289 0.11% 95
2025
Q2 		$386K Sell
1,393
-84
-6% -$21.6K 0.12% 86
2025
Q1 		$372K Sell
1,477
-86
-6% -$23.8K 0.14% 76
2024
Q4 		$438K Sell
1,563
-33
-2% -$9.33K 0.16% 64
2024
Q3 		$455K Buy
1,596
+1
+0.1% +$256 0.16% 65
2024
Q2 		$417K Buy
1,595
+2
+0.1% +$499 0.17% 57
2024
Q1 		$400K Sell
1,593
-185
-10% -$45.4K 0.18% 57
2023
Q4 		$425K Sell
1,778
-1,180
-40% -$256K 0.21% 43
2023
Q3 		$606K Buy
2,958
+61
+2% +$13.9K 0.39% 30
2023
Q2 		$666K Buy
2,897
+44
+2% +$9.57K 0.46% 22
2023
Q1 		$607K Buy
+2,853
New +$617K 0.45% 24

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

EWA LLC's VBK Position: Q2 2026 in Review

EWA LLC reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.5% in Q2 2026, selling an estimated $2.38K and leaving 1,383 shares worth $506K. The position accounts for 0.09% of the portfolio, ranked #132.

EWA LLC first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. The position peaked at $666K in Q2 2023. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • EWA LLC held 1,383 shares of Vanguard Morningstar Small-Cap Growth ETF worth $506K as of Q2 2026.
  • EWA LLC sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.38K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of EWA LLC's portfolio in Q2 2026, its #132 holding.
  • EWA LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • EWA LLC's Vanguard Morningstar Small-Cap Growth ETF position peaked at $666K in Q2 2023.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.