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Grimes & Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Grimes & Company’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 		$5.15M Sell
14,096
-22
-0.2% -$7.49K 0.11% 121
2026
Q1 		$4.27M Sell
14,118
-1,157
-8% -$364K 0.12% 120
2025
Q4 		$4.61M Sell
15,275
-272
-2% -$82.1K 0.11% 118
2025
Q3 		$4.63M Buy
15,547
+23
+0.1% +$6.64K 0.11% 119
2025
Q2 		$4.3M Buy
15,524
+519
+3% +$134K 0.12% 117
2025
Q1 		$3.78M Sell
15,005
-174
-1% -$48.2K 0.12% 112
2024
Q4 		$4.25M Buy
15,179
+36
+0.2% +$10.2K 0.12% 108
2024
Q3 		$4.05M Buy
15,143
+159
+1% +$40.7K 0.11% 107
2024
Q2 		$3.75M Sell
14,984
-355
-2% -$88.6K 0.11% 105
2024
Q1 		$4M Buy
15,339
+144
+0.9% +$35.4K 0.12% 104
2023
Q4 		$3.67M Sell
15,195
-351
-2% -$76.2K 0.12% 105
2023
Q3 		$3.33M Buy
15,546
+730
+5% +$166K 0.13% 99
2023
Q2 		$3.4M Hold
14,816
– – 0.12% 100
2023
Q1 		$3.21M Buy
14,816
+32
+0.2% +$6.92K 0.13% 98
2022
Q4 		$2.96M Sell
14,784
-380
-3% -$77.7K 0.13% 109
2022
Q3 		$2.96M Buy
15,164
+865
+6% +$186K 0.15% 96
2022
Q2 		$2.82M Hold
14,299
– – 0.14% 102
2022
Q1 		$3.55M Buy
14,299
+455
+3% +$112K 0.19% 98
2021
Q4 		$3.9M Buy
13,844
+20
+0.1% +$5.74K 0.18% 96
2021
Q3 		$3.87M Hold
13,824
– – 0.17% 97
2021
Q2 		$4.01M Hold
13,824
– – 0.17% 93
2021
Q1 		$3.8M Buy
13,824
+4,216
+44% +$1.19M 0.18% 92
2020
Q4 		$2.57M Hold
9,608
– – 0.13% 106
2020
Q3 		$2.06M Hold
9,608
– – 0.13% 102
2020
Q2 		$1.92M Hold
9,608
– – 0.13% 99
2020
Q1 		$1.44M Sell
9,608
-40
-0.4% -$7.42K 0.13% 98
2019
Q4 		$1.92M Hold
9,648
– – 0.13% 104
2019
Q3 		$1.76M Sell
9,648
-200
-2% -$37.2K 0.13% 99
2019
Q2 		$1.83M Sell
9,848
-121
-1% -$22K 0.14% 97
2019
Q1 		$1.79M Sell
9,969
-45
-0.4% -$7.73K 0.14% 95
2018
Q4 		$1.51M Hold
10,014
– – 0.15% 91
2018
Q3 		$1.88M Hold
10,014
– – 0.15% 92
2018
Q2 		$1.76M Hold
10,014
– – 0.16% 98
2018
Q1 		$1.64M Buy
+10,014
New +$1.65M 0.16% 101

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
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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Grimes & Company's VBK Position: Q2 2026 in Review

Grimes & Company reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.16% in Q2 2026, selling an estimated $7.49K and leaving 14,096 shares worth $5.15M. The position accounts for 0.11% of the portfolio, ranked #121.

Grimes & Company first reported a position in VBK in Q1 2018 and has held it in 34 quarters since. 603 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Grimes & Company held 14,096 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.15M as of Q2 2026.
  • Grimes & Company sold 22 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.49K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Grimes & Company's portfolio in Q2 2026, its #121 holding.
  • Grimes & Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
  • 603 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.