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Farther Finance Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Farther Finance 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 		$3.71M Buy
10,156
+1,885
+23% +$642K 0.03% 500
2026
Q1 		$2.52M Buy
8,271
+912
+12% +$287K 0.02% 552
2025
Q4 		$2.22M Buy
7,359
+1,915
+35% +$578K 0.02% 544
2025
Q3 		$1.62M Buy
5,444
+2,220
+69% +$641K 0.02% 531
2025
Q2 		$893K Sell
3,224
-655
-17% -$169K 0.02% 637
2025
Q1 		$981K Buy
3,879
+2,390
+161% +$662K 0.03% 511
2024
Q4 		$417K Buy
1,489
+98
+7% +$27.7K 0.02% 660
2024
Q3 		$372K Sell
1,391
-818
-37% -$210K 0.01% 721
2024
Q2 		$548K Buy
2,209
+33
+2% +$8.23K 0.03% 453
2024
Q1 		$562K Sell
2,176
-140
-6% -$34.4K 0.03% 368
2023
Q4 		$560K Buy
2,316
+1,620
+233% +$352K 0.04% 326
2023
Q3 		$149K Buy
696
+325
+88% +$73.9K 0.02% 442
2023
Q2 		$85.2K Sell
371
-396
-52% -$86.2K 0.02% 511
2023
Q1 		$166K Buy
767
+611
+392% +$132K 0.05% 288
2022
Q4 		$31.3K Buy
+156
New +$31.9K 0.01% 601

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

Farther Finance Advisors's VBK Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 23% in Q2 2026, buying an estimated $642K and bringing the position to 10,156 shares worth $3.71M. The position accounts for 0.03% of the portfolio, ranked #500.

Farther Finance Advisors first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Farther Finance Advisors held 10,156 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.71M as of Q2 2026.
  • Farther Finance Advisors bought 1,885 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $642K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Farther Finance Advisors's portfolio in Q2 2026, its #500 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.