GJWM
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Gilliland Jeter Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Gilliland Jeter Wealth Management’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 		$911K Buy
2,491
+1
+0% +$341 0.24% 86
2026
Q1 		$753K Buy
2,490
+2
+0.1% +$629 0.22% 86
2025
Q4 		$752K Buy
2,488
+3
+0.1% +$905 0.23% 86
2025
Q3 		$740K Buy
2,485
+2
+0.1% +$577 0.23% 88
2025
Q2 		$688K Sell
2,483
-156
-6% -$40.2K 0.22% 96
2025
Q1 		$665K Buy
2,639
+2
+0.1% +$554 0.23% 92
2024
Q4 		$739K Buy
2,637
+158
+6% +$44.7K 0.25% 87
2024
Q3 		$663K Sell
2,479
-3
-0.1% -$769 0.21% 95
2024
Q2 		$621K Buy
2,482
+6
+0.2% +$1.5K 0.21% 95
2024
Q1 		$646K Buy
2,476
+52
+2% +$12.8K 0.22% 95
2023
Q4 		$586K Buy
+2,424
New +$526K 0.24% 94

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Gilliland Jeter Wealth Management's VBK Position: Q2 2026 in Review

Gilliland Jeter Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.04% in Q2 2026, buying an estimated $341 and bringing the position to 2,491 shares worth $911K. The position accounts for 0.24% of the portfolio, ranked #86.

Gilliland Jeter Wealth Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 861 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gilliland Jeter Wealth Management held 2,491 shares of Vanguard Morningstar Small-Cap Growth ETF worth $911K as of Q2 2026.
  • Gilliland Jeter Wealth Management bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.24% of Gilliland Jeter Wealth Management's portfolio in Q2 2026, its #86 holding.
  • Gilliland Jeter Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 861 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gilliland Jeter Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.