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Gryphon Financial Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Gryphon Financial Partners’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 		$1.13M Sell
3,101
-24
-0.8% -$8.18K 0.1% 141
2026
Q1 		$945K Buy
3,125
+7
+0.2% +$2.2K 0.1% 143
2025
Q4 		$942K Buy
3,118
+7
+0.2% +$2.11K 0.1% 133
2025
Q3 		$926K Buy
3,111
+32
+1% +$9.24K 0.11% 122
2025
Q2 		$853K Sell
3,079
-8
-0.3% -$2.06K 0.11% 125
2025
Q1 		$777K Buy
3,087
+1
+0% +$277 0.11% 118
2024
Q4 		$864K Sell
3,086
-862
-22% -$244K 0.12% 99
2024
Q3 		$1.06M Sell
3,948
-123
-3% -$31.5K 0.14% 92
2024
Q2 		$1.02M Hold
4,071
– – 0.15% 85
2024
Q1 		$1.06M Sell
4,071
-103
-2% -$25.3K 0.18% 76
2023
Q4 		$1.01M Buy
4,174
+917
+28% +$199K 0.18% 85
2023
Q3 		$698K Sell
3,257
-154
-5% -$35K 0.16% 69
2023
Q2 		$784K Buy
3,411
+41
+1% +$8.92K 0.17% 68
2023
Q1 		$729K Buy
3,370
+35
+1% +$7.57K 0.17% 69
2022
Q4 		$669K Sell
3,335
-353
-10% -$72.2K 0.16% 76
2022
Q3 		$720K Sell
3,688
-87
-2% -$18.7K 0.18% 65
2022
Q2 		$744K Sell
3,775
-298
-7% -$64.6K 0.18% 60
2022
Q1 		$1.01M Sell
4,073
-1,367
-25% -$337K 0.21% 56
2021
Q4 		$1.53M Buy
5,440
+3,823
+236% +$1.1M 0.29% 49
2021
Q3 		$453K Buy
+1,617
New +$463K 0.1% 115

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

Gryphon Financial Partners's VBK Position: Q2 2026 in Review

Gryphon Financial Partners reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.77% in Q2 2026, selling an estimated $8.18K and leaving 3,101 shares worth $1.13M. The position accounts for 0.1% of the portfolio, ranked #141.

Gryphon Financial Partners first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. The position peaked at $1.53M in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Gryphon Financial Partners held 3,101 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.13M as of Q2 2026.
  • Gryphon Financial Partners sold 24 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.18K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Gryphon Financial Partners's portfolio in Q2 2026, its #141 holding.
  • Gryphon Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Gryphon Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.53M in Q4 2021.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.