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Financial Advisors Network’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Financial Advisors 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 		$8.3M Buy
22,694
+521
+2% +$177K 1.02% 23
2026
Q1 		$6.7M Buy
22,173
+867
+4% +$272K 0.93% 22
2025
Q4 		$6.44M Buy
21,306
+1,112
+6% +$335K 0.88% 24
2025
Q3 		$6.01M Buy
20,194
+1,244
+7% +$359K 0.85% 25
2025
Q2 		$5.25M Buy
18,950
+1,115
+6% +$287K 0.79% 30
2025
Q1 		$4.49M Buy
17,835
+522
+3% +$145K 0.74% 31
2024
Q4 		$4.85M Buy
+17,313
New +$4.89M 0.81% 28
2023
Q4 		$3.89M Buy
16,098
+997
+7% +$216K 0.78% 27
2023
Q3 		$3.23M Buy
+15,101
New +$3.43M 0.73% 29
2022
Q4 		$2.73M Sell
13,634
-88
-0.6% -$18K 0.72% 30
2022
Q3 		$2.68M Buy
13,722
+303
+2% +$65K 0.79% 26
2022
Q2 		$2.64M Hold
13,419
– – 0.74% 26
2022
Q1 		$3.33M Buy
13,419
+903
+7% +$222K 0.82% 24
2021
Q4 		$3.53M Buy
12,516
+698
+6% +$200K 0.79% 25
2021
Q3 		$3.57M Buy
11,818
+706
+6% +$202K 0.82% 24
2021
Q2 		$3.22M Buy
11,112
+883
+9% +$247K 0.95% 22
2021
Q1 		$2.81M Buy
10,229
+93
+0.9% +$26.2K 0.91% 23
2020
Q4 		$2.71M Buy
10,136
+466
+5% +$113K 0.93% 23
2020
Q3 		$2.08M Sell
9,670
-155
-2% -$32.7K 0.81% 24
2020
Q2 		$1.96M Sell
9,825
-2,959
-23% -$534K 0.8% 27
2020
Q1 		$1.92M Buy
12,784
+1,285
+11% +$238K 0.92% 20
2019
Q4 		$2.29M Buy
11,499
+1,717
+18% +$326K 1.05% 17
2019
Q3 		$1.78M Buy
9,782
+435
+5% +$81K 0.91% 21
2019
Q2 		$1.72M Buy
9,347
+642
+7% +$117K 0.92% 20
2019
Q1 		$1.51M Buy
+8,705
New +$1.49M 0.88% 18

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

Financial Advisors Network's VBK Position: Q2 2026 in Review

Financial Advisors Network increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, buying an estimated $177K and bringing the position to 22,694 shares worth $8.3M. The position accounts for 1.02% of the portfolio, ranked #23.

Financial Advisors Network first reported a position in VBK in Q1 2019 and has held it in 25 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Advisors Network held 22,694 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.3M as of Q2 2026.
  • Financial Advisors Network bought 521 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $177K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.02% of Financial Advisors Network's portfolio in Q2 2026, its #23 holding.
  • Financial Advisors Network first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 25 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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