F/M Investments’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

F/M Investments’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	$271K	Hold	740	–	–	0.01%	317
2026 Q1	$224K	Hold	740	–	–	0.01%	318
2025 Q4	$224K	Hold	740	–	–	0.01%	415
2025 Q3	$220K	Hold	740	–	–	0.01%	399
2025 Q2	$205K	Buy	+740	New	+$191K	0.01%	397
2025 Q1	–	Sell	-740	Closed	-$207K	–	411
2024 Q4	$207K	Buy	+740	New	+$209K	0.01%	391

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

F/M Investments's VBK Position: Q2 2026 in Review

F/M Investments held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 740 shares worth $271K. The position accounts for 0.01% of the portfolio, ranked #317.

F/M Investments first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

F/M Investments held 740 shares of Vanguard Morningstar Small-Cap Growth ETF worth $271K as of Q2 2026.
F/M Investments left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of F/M Investments's portfolio in Q2 2026, its #317 holding.
F/M Investments first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.