FP
VBK icon

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

Financial Perspectives’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 		$393K Buy
1,076
+1
+0.1% +$341 0.1% 119
2026
Q1 		$325K Buy
1,075
+67
+7% +$21.1K 0.09% 125
2025
Q4 		$305K Buy
1,008
+2
+0.2% +$603 0.08% 129
2025
Q3 		$299K Buy
1,006
+1
+0.1% +$289 0.08% 124
2025
Q2 		$278K Hold
1,005
– – 0.08% 124
2025
Q1 		$253K Buy
1,005
+151
+18% +$41.8K 0.09% 124
2024
Q4 		$239K Buy
854
+420
+97% +$119K 0.08% 127
2024
Q3 		$116K Buy
434
+2
+0.5% +$512 0.04% 197
2024
Q2 		$108K Hold
432
– – 0.04% 194
2024
Q1 		$113K Hold
432
– – 0.04% 190
2023
Q4 		$104K Buy
432
+1
+0.2% +$217 0.04% 194
2023
Q3 		$92.3K Buy
431
+1
+0.2% +$227 0.04% 191
2023
Q2 		$98.9K Hold
430
– – 0.04% 192
2023
Q1 		$93K Buy
430
+1
+0.2% +$216 0.04% 190
2022
Q4 		$86K Buy
429
+1
+0.2% +$205 0.04% 191
2022
Q3 		$83.5K Buy
428
+100
+30% +$21.5K 0.05% 186
2022
Q2 		$64.7K Buy
328
+287
+700% +$62.2K 0.04% 213
2022
Q1 		$10.2K Hold
41
– – ﹤0.01% 460
2021
Q4 		$11.6K Sell
41
-1
-2% -$287 0.01% 428
2021
Q3 		$11.8K Hold
42
– – 0.01% 425
2021
Q2 		$12.2K Hold
42
– – 0.01% 449
2021
Q1 		$11.5K Hold
42
– – 0.01% 430
2020
Q4 		$11.2K Hold
42
– – 0.01% 393
2020
Q3 		$9.03K Hold
42
– – 0.01% 379
2020
Q2 		$8.38K Hold
42
– – 0.01% 369
2020
Q1 		$6.31K Hold
42
– – 0.01% 365
2019
Q4 		$8.35K Buy
+42
New +$7.97K 0.01% 354

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 Perspectives's VBK Position: Q2 2026 in Review

Financial Perspectives increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.09% in Q2 2026, buying an estimated $341 and bringing the position to 1,076 shares worth $393K. The position accounts for 0.1% of the portfolio, ranked #119.

Financial Perspectives first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Financial Perspectives held 1,076 shares of Vanguard Morningstar Small-Cap Growth ETF worth $393K as of Q2 2026.
  • Financial Perspectives bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Financial Perspectives's portfolio in Q2 2026, its #119 holding.
  • Financial Perspectives first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.