GK
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Graney & King’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Graney & King’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 		$399K Hold
1,091
– – 0.14% 51
2026
Q1 		$330K Hold
1,091
– – 0.18% 51
2025
Q4 		$330K Sell
1,091
-34
-3% -$10.3K 0.19% 48
2025
Q3 		$335K Sell
1,125
-33
-3% -$9.53K 0.23% 46
2025
Q2 		$321K Sell
1,158
-3
-0.3% -$773 0.22% 45
2025
Q1 		$292K Hold
1,161
– – 0.22% 45
2024
Q4 		$325K Buy
+1,161
New +$328K 0.25% 41

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

Graney & King's VBK Position: Q2 2026 in Review

Graney & King held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,091 shares worth $399K. The position accounts for 0.14% of the portfolio, ranked #51.

Graney & King first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Graney & King held 1,091 shares of Vanguard Morningstar Small-Cap Growth ETF worth $399K as of Q2 2026.
  • Graney & King left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of Graney & King's portfolio in Q2 2026, its #51 holding.
  • Graney & King first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Graney & King's 13F filing for Q2 2026, filed 7 Aug 2026.