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Global Trust Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Global Trust 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 		$3.87M Buy
10,593
+741
+8% +$252K 2.67% 11
2026
Q1 		$2.98M Buy
9,852
+332
+3% +$104K 2.25% 12
2025
Q4 		$2.88M Buy
+9,520
New +$2.87M 2.13% 12

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
Fifth Third Bancorp
Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

Global Trust Wealth Management's VBK Position: Q2 2026 in Review

Global Trust Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.5% in Q2 2026, buying an estimated $252K and bringing the position to 10,593 shares worth $3.87M. The position accounts for 2.67% of the portfolio, ranked #11.

Global Trust Wealth Management first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Global Trust Wealth Management held 10,593 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.87M as of Q2 2026.
  • Global Trust Wealth Management bought 741 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $252K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.67% of Global Trust Wealth Management's portfolio in Q2 2026, its #11 holding.
  • Global Trust Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Global Trust Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.