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Focus Partners Advisor Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Focus Partners Advisor Solutions’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 		$11.7M Buy
32,030
+551
+2% +$188K 0.1% 105
2026
Q1 		$9.51M Sell
31,479
-175
-0.6% -$55K 0.1% 104
2025
Q4 		$9.56M Buy
31,654
+1,280
+4% +$386K 0.12% 89
2025
Q3 		$9.04M Sell
30,374
-4,047
-12% -$1.17M 0.1% 105
2025
Q2 		$9.53M Buy
34,421
+1,738
+5% +$448K 0.13% 90
2025
Q1 		$8.23M Buy
32,683
+1,991
+6% +$552K 0.13% 91
2024
Q4 		$8.6M Buy
30,692
+4,041
+15% +$1.14M 0.15% 82
2024
Q3 		$7.13M Buy
26,651
+5,046
+23% +$1.29M 0.15% 74
2024
Q2 		$5.4M Buy
21,605
+1,001
+5% +$250K 0.14% 77
2024
Q1 		$5.37M Buy
20,604
+19,005
+1,189% +$4.67M 0.16% 78
2023
Q4 		$387K Buy
+1,599
New +$347K 0.02% 287

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

Focus Partners Advisor Solutions's VBK Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.8% in Q2 2026, buying an estimated $188K and bringing the position to 32,030 shares worth $11.7M. The position accounts for 0.1% of the portfolio, ranked #105.

Focus Partners Advisor Solutions first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Focus Partners Advisor Solutions held 32,030 shares of Vanguard Morningstar Small-Cap Growth ETF worth $11.7M as of Q2 2026.
  • Focus Partners Advisor Solutions bought 551 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $188K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #105 holding.
  • Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.