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Hantz Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hantz Financial Services’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 		$61K Sell
168
-48
-22% -$16.4K ﹤0.01% 1590
2026
Q1 		$65K Sell
216
-14
-6% -$4.4K ﹤0.01% 1459
2025
Q4 		$69K Buy
230
+39
+20% +$11.8K ﹤0.01% 1291
2025
Q3 		$57K Buy
+191
New +$55.1K ﹤0.01% 1182

Other funds holding VBK

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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Hantz Financial Services's VBK Position: Q2 2026 in Review

Hantz Financial Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 22% in Q2 2026, selling an estimated $16.4K and leaving 168 shares worth $61K. The position accounts for ﹤0.01% of the portfolio, ranked #1590.

Hantz Financial Services first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. The position peaked at $69K in Q4 2025. 1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Hantz Financial Services held 168 shares of Vanguard Morningstar Small-Cap Growth ETF worth $61K as of Q2 2026.
  • Hantz Financial Services sold 48 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Hantz Financial Services's portfolio in Q2 2026, its #1590 holding.
  • Hantz Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • Hantz Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $69K in Q4 2025.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Hantz Financial Services's 13F filing for Q2 2026, filed 13 Aug 2026.