Greenspring Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Greenspring Advisors’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	$638K	Sell	1,745 -80	-4%	-$27.3K	0.04%	179
2026 Q1	$552K	Buy	1,825 +70	+4%	+$22K	0.03%	170
2025 Q4	$530K	Buy	+1,755	New	+$529K	0.03%	173
2023 Q2	–	Sell	-1,442	Closed	-$312K	–	113
2023 Q1	$312K	Buy	+1,442	New	+$312K	0.07%	97
2022 Q2	–	Sell	-828	Closed	-$205K	–	121
2022 Q1	$205K	Sell	828 -907	-52%	-$223K	0.05%	107
2021 Q4	$489K	Buy	+1,735	New	+$498K	0.13%	59

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Greenspring Advisors's VBK Position: Q2 2026 in Review

Greenspring Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.4% in Q2 2026, selling an estimated $27.3K and leaving 1,745 shares worth $638K. The position accounts for 0.04% of the portfolio, ranked #179.

Greenspring Advisors first reported a position in VBK in Q4 2021 and has held it in 6 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Greenspring Advisors held 1,745 shares of Vanguard Morningstar Small-Cap Growth ETF worth $638K as of Q2 2026.
Greenspring Advisors sold 80 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $27.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Greenspring Advisors's portfolio in Q2 2026, its #179 holding.
Greenspring Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Greenspring Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.