Global Retirement Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $8.75M | Buy |
+23,921
| New | +$8.15M | 0.13% | 153 |
|
|
2025
Q4 | $7.03M | Buy |
23,257
+19,017
| +449% | +$5.74M | 0.12% | 159 |
|
|
2025
Q3 | $1.26M | Buy |
4,240
+229
| +6% | +$66.1K | 0.03% | 480 |
|
|
2025
Q2 | $1.11M | Buy |
+4,011
| New | +$1.03M | 0.03% | 484 |
|
|
2024
Q4 | $653K | Sell |
2,331
-51
| -2% | -$14.4K | 0.02% | 554 |
|
|
2024
Q3 | $637K | Sell |
2,382
-297
| -11% | -$76.1K | 0.02% | 569 |
|
|
2024
Q2 | $670K | Buy |
2,679
+5
| +0.2% | +$1.25K | 0.02% | 529 |
|
|
2024
Q1 | $697K | Buy |
2,674
+11
| +0.4% | +$2.7K | 0.03% | 448 |
|
|
2023
Q4 | $619K | Buy |
2,663
+252
| +10% | +$54.7K | 0.03% | 441 |
|
|
2023
Q3 | $503K | Buy |
2,411
+54
| +2% | +$12.3K | 0.03% | 436 |
|
|
2023
Q2 | $542K | Buy |
2,357
+1
| +0% | +$218 | 0.03% | 430 |
|
|
2023
Q1 | $498K | Buy |
2,356
+989
| +72% | +$214K | 0.03% | 431 |
|
|
2022
Q4 | $274K | Sell |
1,367
-45
| -3% | -$9.21K | 0.02% | 510 |
|
|
2022
Q3 | $295K | Buy |
1,412
+2
| +0.1% | +$429 | 0.02% | 477 |
|
|
2022
Q2 | $278K | Buy |
1,410
+12
| +0.9% | +$2.6K | 0.02% | 485 |
|
|
2022
Q1 | $283K | Buy |
+1,398
| New | +$344K | 0.02% | 479 |
|
|
2021
Q4 | – | Sell |
-1,440
| Closed | -$404K | – | 1724 |
|
|
2021
Q3 | $404K | Buy |
1,440
+56
| +4% | +$16K | 0.04% | 334 |
|
|
2021
Q2 | $401K | Sell |
1,384
-234
| -14% | -$65.5K | 0.04% | 331 |
|
|
2021
Q1 | $444K | Buy |
1,618
+356
| +28% | +$100K | 0.05% | 276 |
|
|
2020
Q4 | $338K | Buy |
1,262
+65
| +5% | +$15.7K | 0.04% | 301 |
|
|
2020
Q3 | $257K | Buy |
1,197
+247
| +26% | +$52.2K | 0.04% | 324 |
|
|
2020
Q2 | $190K | Sell |
950
-650
| -41% | -$117K | 0.03% | 362 |
|
|
2020
Q1 | $240K | Buy |
1,600
+645
| +68% | +$120K | 0.05% | 287 |
|
|
2019
Q4 | $190K | Buy |
955
+8
| +0.8% | +$1.52K | 0.03% | 375 |
|
|
2019
Q3 | $172K | Buy |
947
+16
| +2% | +$2.98K | 0.03% | 385 |
|
|
2019
Q2 | $173K | Sell |
931
-367
| -28% | -$66.8K | 0.03% | 362 |
|
|
2019
Q1 | $233K | Buy |
1,298
+55
| +4% | +$9.45K | 0.06% | 272 |
|
|
2018
Q4 | $187K | Buy |
1,243
+31
| +3% | +$5.11K | 0.05% | 296 |
|
|
2018
Q3 | $227K | Buy |
1,212
+477
| +65% | +$87.7K | 0.05% | 277 |
|
|
2018
Q2 | $129K | Sell |
735
-196
| -21% | -$33.6K | 0.03% | 342 |
|
|
2018
Q1 | $153K | Buy |
931
+207
| +29% | +$34.1K | 0.04% | 321 |
|
|
2017
Q4 | $116K | Buy |
724
+78
| +12% | +$12.3K | 0.03% | 331 |
|
|
2017
Q3 | $99K | Buy |
646
+1
| +0.2% | +$147 | 0.04% | 322 |
|
|
2017
Q2 | $94K | Buy |
645
+1
| +0.2% | +$143 | 0.04% | 312 |
|
|
2017
Q1 | $91K | Sell |
644
-8
| -1% | -$1.11K | 0.05% | 293 |
|
|
2016
Q4 | $87K | Buy |
+652
| New | +$85.2K | 0.06% | 259 |
|
Other funds holding VBK
EWA
MG
Global Retirement Partners's VBK Position: Q2 2026 in Review
Global Retirement Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 23,921 shares worth $8.75M. The stake represents 0.13% of the portfolio and ranks #153 among its holdings. This is a return to the name: Global Retirement Partners previously reported a position in VBK as recently as Q4 2025.
Global Retirement Partners first reported a position in VBK in Q4 2016 and has held it in 36 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Global Retirement Partners held 23,921 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.75M as of Q2 2026.
- Vanguard Morningstar Small-Cap Growth ETF was a new Global Retirement Partners position in Q2 2026.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Global Retirement Partners's portfolio in Q2 2026, its #153 holding.
- Global Retirement Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2016 and has held it in 36 quarters since.
- 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Global Retirement Partners's 13F filing for Q2 2026, filed 6 Aug 2026.