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Excelsior Advisor Network’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Excelsior Advisor Network’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 		$433K Buy
1,185
+235
+25% +$80K 0.06% 295
2026
Q1 		$287K Buy
950
+180
+23% +$56.6K 0.11% 164
2025
Q4 		$233K Buy
+770
New +$232K 0.11% 143

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

Excelsior Advisor Network's VBK Position: Q2 2026 in Review

Excelsior Advisor Network increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 25% in Q2 2026, buying an estimated $80K and bringing the position to 1,185 shares worth $433K. The position accounts for 0.06% of the portfolio, ranked #295.

Excelsior Advisor Network first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,276 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Excelsior Advisor Network held 1,185 shares of Vanguard Morningstar Small-Cap Growth ETF worth $433K as of Q2 2026.
  • Excelsior Advisor Network bought 235 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $80K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Excelsior Advisor Network's portfolio in Q2 2026, its #295 holding.
  • Excelsior Advisor Network first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,276 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Excelsior Advisor Network's 13F filing for Q2 2026, filed 14 Aug 2026.