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Fairscale Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Fairscale Capital’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 		$252K Buy
689
+108
+19% +$36.8K 0.15% 88
2026
Q1 		$176K Hold
581
– – 0.12% 107
2025
Q4 		$176K Buy
581
+13
+2% +$3.92K 0.12% 104
2025
Q3 		$169K Hold
568
– – 0.12% 101
2025
Q2 		$160K Buy
568
+28
+5% +$7.21K 0.12% 101
2025
Q1 		$136K Buy
540
+48
+10% +$13.3K 0.12% 94
2024
Q4 		$138K Hold
492
– – 0.12% 96
2024
Q3 		$132K Sell
492
-78
-14% -$20K 0.12% 103
2024
Q2 		$153K Buy
+570
New +$142K 0.14% 89

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

Fairscale Capital's VBK Position: Q2 2026 in Review

Fairscale Capital increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q2 2026, buying an estimated $36.8K and bringing the position to 689 shares worth $252K. The position accounts for 0.15% of the portfolio, ranked #88.

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

  • Fairscale Capital held 689 shares of Vanguard Morningstar Small-Cap Growth ETF worth $252K as of Q2 2026.
  • Fairscale Capital bought 108 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $36.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Fairscale Capital's portfolio in Q2 2026, its #88 holding.
  • Fairscale Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 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 Fairscale Capital's 13F filing for Q2 2026, filed 7 Aug 2026.