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Gilbert & Cook’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Gilbert & Cook’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 		$365K Hold
999
– – 0.04% 180
2026
Q1 		$302K Sell
999
-243
-20% -$76.4K 0.04% 181
2025
Q4 		$375K Sell
1,242
-4
-0.3% -$1.21K 0.05% 178
2025
Q3 		$371K Buy
+1,246
New +$360K 0.05% 168

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

Gilbert & Cook's VBK Position: Q2 2026 in Review

Gilbert & Cook held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 999 shares worth $365K. The position accounts for 0.04% of the portfolio, ranked #180.

Gilbert & Cook first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $375K in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gilbert & Cook held 999 shares of Vanguard Morningstar Small-Cap Growth ETF worth $365K as of Q2 2026.
  • Gilbert & Cook left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Gilbert & Cook's portfolio in Q2 2026, its #180 holding.
  • Gilbert & Cook first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Gilbert & Cook's Vanguard Morningstar Small-Cap Growth ETF position peaked at $375K in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gilbert & Cook's 13F filing for Q2 2026, filed 28 Jul 2026.