GI
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Gradient Investments’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Gradient Investments’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 		$238K Buy
+650
New +$221K ﹤0.01% 429
2026
Q1 		– Sell
-663
Closed -$200K – 433
2025
Q4 		$200K Buy
+663
New +$200K ﹤0.01% 342
2024
Q3 		– Sell
-785
Closed -$196K – 1242
2024
Q2 		$196K Hold
785
– – ﹤0.01% 324
2024
Q1 		$205K Sell
785
-559
-42% -$137K ﹤0.01% 293
2023
Q4 		$325K Buy
1,344
+195
+17% +$42.3K 0.01% 295
2023
Q3 		$246K Buy
1,149
+89
+8% +$20.2K 0.01% 299
2023
Q2 		$244K Buy
1,060
+255
+32% +$55.5K 0.01% 304
2023
Q1 		$174K Buy
805
+41
+5% +$8.86K ﹤0.01% 305
2022
Q4 		$153K Sell
764
-108
-12% -$22.1K ﹤0.01% 330
2022
Q3 		$170K Buy
872
+46
+6% +$9.87K 0.01% 300
2022
Q2 		$163K Buy
826
+359
+77% +$77.8K ﹤0.01% 314
2022
Q1 		$116K Sell
467
-160
-26% -$39.4K ﹤0.01% 352
2021
Q4 		$177K Buy
627
+65
+12% +$18.6K ﹤0.01% 292
2021
Q3 		$157K Buy
562
+26
+5% +$7.44K ﹤0.01% 302
2021
Q2 		$155K Sell
536
-40
-7% -$11.2K ﹤0.01% 313
2021
Q1 		$158K Buy
576
+568
+7,100% +$160K 0.01% 309
2020
Q4 		$2K Hold
8
– – ﹤0.01% 989
2020
Q3 		$2K Buy
+8
New +$1.69K ﹤0.01% 994
2019
Q3 		– Sell
-3
Closed -$1K – 1242
2019
Q2 		$1K Sell
3
-80
-96% -$14.6K ﹤0.01% 982
2019
Q1 		$15K Sell
83
-32
-28% -$5.5K ﹤0.01% 492
2018
Q4 		$17K Hold
115
– – ﹤0.01% 481
2018
Q3 		$22K Buy
115
+2
+2% +$368 ﹤0.01% 486
2018
Q2 		$20K Sell
113
-57
-34% -$9.78K ﹤0.01% 489
2018
Q1 		$28K Buy
+170
New +$28K ﹤0.01% 428
2016
Q4 		– Sell
-63
Closed -$8K – 796
2016
Q3 		$8K Buy
+63
New +$8.2K ﹤0.01% 490
2015
Q3 		– Sell
-8
Closed -$1K – 686
2015
Q2 		$1K Buy
8
+1
+14% +$135 ﹤0.01% 592
2015
Q1 		$1K Sell
7
-4
-36% -$518 ﹤0.01% 606
2014
Q4 		$1K Buy
+11
New +$1.35K ﹤0.01% 540

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

Gradient Investments's VBK Position: Q2 2026 in Review

Gradient Investments opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 650 shares worth $238K. The stake represents ﹤0.01% of the portfolio and ranks #429 among its holdings. This is a return to the name: Gradient Investments previously reported a position in VBK as recently as Q4 2025.

Gradient Investments first reported a position in VBK in Q4 2014 and has held it in 28 quarters since. The position peaked at $325K in Q4 2023. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gradient Investments held 650 shares of Vanguard Morningstar Small-Cap Growth ETF worth $238K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Gradient Investments position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Gradient Investments's portfolio in Q2 2026, its #429 holding.
  • Gradient Investments first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2014 and has held it in 28 quarters since.
  • Gradient Investments's Vanguard Morningstar Small-Cap Growth ETF position peaked at $325K in Q4 2023.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gradient Investments's 13F filing for Q2 2026, filed 8 Jul 2026.