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Godsey & Gibb Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Godsey & Gibb Inc’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 		$126K Hold
345
– – 0.01% 128
2026
Q1 		$104K Hold
345
– – 0.01% 134
2025
Q4 		$104K Hold
345
– – 0.01% 140
2025
Q3 		$103K Hold
345
– – 0.01% 143
2025
Q2 		$95.5K Sell
345
-40
-10% -$10.3K 0.01% 134
2025
Q1 		$96.9K Hold
385
– – 0.01% 137
2024
Q4 		$108K Hold
385
– – 0.01% 131
2024
Q3 		$103K Sell
385
-52
-12% -$13.3K 0.01% 141
2024
Q2 		$109K Buy
+437
New +$109K 0.01% 145

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

Godsey & Gibb Inc's VBK Position: Q2 2026 in Review

Godsey & Gibb Inc held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 345 shares worth $126K. The position accounts for 0.01% of the portfolio, ranked #128.

Godsey & Gibb Inc first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Godsey & Gibb Inc held 345 shares of Vanguard Morningstar Small-Cap Growth ETF worth $126K as of Q2 2026.
  • Godsey & Gibb Inc left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Godsey & Gibb Inc's portfolio in Q2 2026, its #128 holding.
  • Godsey & Gibb Inc first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Godsey & Gibb Inc's 13F filing for Q2 2026, filed 13 Jul 2026.