Hanson & Doremus Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hanson & Doremus Investment Management’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	$99K	Hold	270	–	–	0.01%	269
2026 Q1	$82K	Hold	270	–	–	0.01%	281
2025 Q4	$82K	Buy	270 +9	+3%	+$2.71K	0.01%	277
2025 Q3	$78K	Hold	261	–	–	0.01%	281
2025 Q2	$72K	Hold	261	–	–	0.01%	290
2025 Q1	$66K	Hold	261	–	–	0.01%	290
2024 Q4	$73K	Hold	261	–	–	0.01%	271
2024 Q3	$70K	Hold	261	–	–	0.01%	276
2024 Q2	$65K	Hold	261	–	–	0.01%	277
2024 Q1	$68K	Hold	261	–	–	0.01%	282
2023 Q4	$63K	Hold	261	–	–	0.01%	285
2023 Q3	$56K	Hold	261	–	–	0.01%	288
2023 Q2	$60K	Sell	261 -151	-37%	-$32.9K	0.01%	280
2023 Q1	$89K	Sell	412 -2	-0.5%	-$432	0.02%	244
2022 Q4	$83K	Hold	414	–	–	0.02%	253
2022 Q3	$81K	Buy	414 +261	+171%	+$56K	0.02%	250
2022 Q2	$30K	Buy	153 +13	+9%	+$2.82K	0.01%	342
2022 Q1	$35K	Hold	140	–	–	0.01%	346
2021 Q4	$40K	Buy	140 +7	+5%	+$2.01K	0.01%	322
2021 Q3	$37K	Sell	133 -2	-1%	-$573	0.01%	319
2021 Q2	$29K	Hold	135	–	–	0.01%	294
2021 Q1	$37K	Hold	135	–	–	0.01%	314
2020 Q4	$36K	Hold	135	–	–	0.01%	300
2020 Q3	$29K	Buy	135 +1	+0.7%	+$211	0.01%	294
2020 Q2	$27K	Hold	134	–	–	0.01%	303
2020 Q1	$20K	Hold	134	–	–	0.01%	339
2019 Q4	$27K	Hold	134	–	–	0.01%	337
2019 Q3	$24K	Hold	134	–	–	0.01%	340
2019 Q2	$25K	Buy	134 +1	+0.8%	+$182	0.01%	339
2019 Q1	$24K	Hold	133	–	–	0.01%	340
2018 Q4	$20K	Hold	133	–	–	0.01%	338
2018 Q3	$25K	Buy	+133	New	+$24.5K	0.01%	342
2015 Q3	–	Sell	-460	Closed	-$62K	–	457
2015 Q2	$62K	Buy	+460	New	+$62K	0.03%	246

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

Hanson & Doremus Investment Management's VBK Position: Q2 2026 in Review

Hanson & Doremus Investment Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 270 shares worth $99K. The position accounts for 0.01% of the portfolio, ranked #269.

Hanson & Doremus Investment Management first reported a position in VBK in Q2 2015 and has held it in 33 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Hanson & Doremus Investment Management held 270 shares of Vanguard Morningstar Small-Cap Growth ETF worth $99K as of Q2 2026.
Hanson & Doremus Investment Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Hanson & Doremus Investment Management's portfolio in Q2 2026, its #269 holding.
Hanson & Doremus Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2015 and has held it in 33 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Hanson & Doremus Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.