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Glenview Trust’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Glenview Trust’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 		$947K Sell
2,590
-38
-1% -$12.9K 0.01% 303
2026
Q1 		$794K Hold
2,628
– – 0.01% 316
2025
Q4 		$794K Sell
2,628
-125
-5% -$37.7K 0.01% 311
2025
Q3 		$819K Hold
2,753
– – 0.01% 316
2025
Q2 		$762K Buy
2,753
+300
+12% +$77.3K 0.01% 314
2025
Q1 		$618K Hold
2,453
– – 0.01% 330
2024
Q4 		$687K Hold
2,453
– – 0.01% 315
2024
Q3 		$656K Hold
2,453
– – 0.01% 317
2024
Q2 		$614K Buy
2,453
+408
+20% +$102K 0.01% 315
2024
Q1 		$533K Sell
2,045
-42
-2% -$10.3K 0.01% 338
2023
Q4 		$505K Hold
2,087
– – 0.01% 335
2023
Q3 		$447K Buy
2,087
+35
+2% +$7.96K 0.01% 334
2023
Q2 		$471K Buy
2,052
+42
+2% +$9.14K 0.01% 327
2023
Q1 		$435K Hold
2,010
– – 0.01% 337
2022
Q4 		$403K Hold
2,010
– – 0.01% 327
2022
Q3 		$393K Sell
2,010
-135
-6% -$29K 0.01% 310
2022
Q2 		$423K Buy
2,145
+1,131
+112% +$245K 0.02% 308
2022
Q1 		$252K Sell
1,014
-184
-15% -$45.3K 0.01% 386
2021
Q4 		$338K Hold
1,198
– – 0.01% 348
2021
Q3 		$336K Hold
1,198
– – 0.01% 329
2021
Q2 		$347K Hold
1,198
– – 0.01% 330
2021
Q1 		$329K Hold
1,198
– – 0.01% 324
2020
Q4 		$321K Sell
1,198
-96
-7% -$23.2K 0.01% 291
2020
Q3 		$278K Sell
1,294
-130
-9% -$27.5K 0.01% 290
2020
Q2 		$284K Hold
1,424
– – 0.02% 278
2020
Q1 		$214K Buy
1,424
+184
+15% +$34.1K 0.01% 296
2019
Q4 		$246K Buy
1,240
+130
+12% +$24.7K 0.01% 315
2019
Q3 		$202K Hold
1,110
– – 0.01% 342
2019
Q2 		$207K Buy
+1,110
New +$202K 0.01% 318
2018
Q4 		– Sell
-1,110
Closed -$208K – 329
2018
Q3 		$208K Buy
+1,110
New +$204K 0.01% 320

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

Glenview Trust's VBK Position: Q2 2026 in Review

Glenview Trust reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, selling an estimated $12.9K and leaving 2,590 shares worth $947K. The position accounts for 0.01% of the portfolio, ranked #303.

Glenview Trust first reported a position in VBK in Q3 2018 and has held it in 30 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Glenview Trust held 2,590 shares of Vanguard Morningstar Small-Cap Growth ETF worth $947K as of Q2 2026.
  • Glenview Trust sold 38 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Glenview Trust's portfolio in Q2 2026, its #303 holding.
  • Glenview Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 30 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Glenview Trust's 13F filing for Q2 2026, filed 11 Aug 2026.