FI
VBK icon

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

Financial Insights’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 		$527K Sell
1,441
-8
-0.6% -$2.73K 0.14% 86
2026
Q1 		$438K Hold
1,449
– – 0.14% 89
2025
Q4 		$438K Sell
1,449
-15
-1% -$4.53K 0.15% 81
2025
Q3 		$436K Buy
1,464
+1
+0.1% +$289 0.14% 77
2025
Q2 		$405K Sell
1,463
-243
-14% -$62.6K 0.15% 78
2025
Q1 		$429K Buy
1,706
+1
+0.1% +$277 0.17% 65
2024
Q4 		$478K Buy
1,705
+30
+2% +$8.48K 0.18% 68
2024
Q3 		$448K Buy
1,675
+145
+9% +$37.2K 0.14% 92
2024
Q2 		$383K Sell
1,530
-6
-0.4% -$1.5K 0.11% 116
2024
Q1 		$401K Sell
1,536
-36
-2% -$8.84K 0.11% 120
2023
Q4 		$380K Sell
1,572
-1,942
-55% -$422K 0.12% 119
2023
Q3 		$700K Sell
3,514
-7,893
-69% -$1.79M 0.25% 75
2023
Q2 		$2.62M Buy
11,407
+3,699
+48% +$805K 0.96% 19
2023
Q1 		$1.67M Buy
7,708
+5,396
+233% +$1.17M 0.68% 32
2022
Q4 		$464K Buy
2,312
+33
+1% +$6.75K 0.22% 86
2022
Q3 		$445K Sell
2,279
-66
-3% -$14.2K 0.3% 70
2022
Q2 		$462K Sell
2,345
-997
-30% -$216K 0.47% 45
2022
Q1 		$829K Buy
3,342
+149
+5% +$36.7K 0.76% 34
2021
Q4 		$900K Buy
3,193
+153
+5% +$43.9K 0.78% 33
2021
Q3 		$852K Buy
3,040
+104
+4% +$29.8K 0.78% 32
2021
Q2 		$851K Hold
2,936
– – 0.7% 30
2021
Q1 		$806K Buy
2,936
+708
+32% +$200K 0.6% 33
2020
Q4 		$596K Buy
2,228
+276
+14% +$66.7K 0.46% 40
2020
Q3 		$420K Buy
1,952
+577
+42% +$122K 0.36% 44
2020
Q2 		$300K Buy
1,375
+6
+0.4% +$1.08K 0.27% 53
2020
Q1 		$206K Buy
+1,369
New +$254K 0.22% 67

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 Insights's VBK Position: Q2 2026 in Review

Financial Insights reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.55% in Q2 2026, selling an estimated $2.73K and leaving 1,441 shares worth $527K. The position accounts for 0.14% of the portfolio, ranked #86.

Financial Insights first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. The position peaked at $2.62M in Q2 2023. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Insights held 1,441 shares of Vanguard Morningstar Small-Cap Growth ETF worth $527K as of Q2 2026.
  • Financial Insights sold 8 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.73K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Financial Insights's portfolio in Q2 2026, its #86 holding.
  • Financial Insights first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Insights's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.62M in Q2 2023.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Financial Insights's 13F filing for Q2 2026, filed 25 Aug 2026.