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

Financial Management Professionals’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 		$128K Buy
+349
New +$119K 0.01% 205
2025
Q3 		– Sell
-48
Closed -$13.3K – 1065
2025
Q2 		$13.3K Hold
48
– – ﹤0.01% 492
2025
Q1 		$12.1K Buy
+48
New +$13.3K ﹤0.01% 495
2024
Q2 		– Sell
-27,664
Closed -$7.21M – 1022
2024
Q1 		$7.21M Buy
27,664
+26,964
+3,852% +$6.62M 1.06% 21
2023
Q4 		$169K Buy
+700
New +$152K 0.03% 146

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 Management Professionals's VBK Position: Q2 2026 in Review

Financial Management Professionals opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 349 shares worth $128K. The stake represents 0.01% of the portfolio and ranks #205 among its holdings. This is a return to the name: Financial Management Professionals previously reported a position in VBK as recently as Q2 2025.

Financial Management Professionals first reported a position in VBK in Q4 2023 and has held it in 5 quarters since. The position peaked at $7.21M in Q1 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Management Professionals held 349 shares of Vanguard Morningstar Small-Cap Growth ETF worth $128K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Financial Management Professionals position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Financial Management Professionals's portfolio in Q2 2026, its #205 holding.
  • Financial Management Professionals first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Financial Management Professionals's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7.21M in Q1 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Financial Management Professionals's 13F filing for Q2 2026, filed 9 Jul 2026.