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

Highland Investment 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	$87.1K	Buy	+238	New	+$81.1K	0.04%	131

Other funds holding VBK

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

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

Highland Investment Advisors's VBK Position: Q2 2026 in Review

Highland Investment Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 238 shares worth $87.1K. The stake represents 0.04% of the portfolio and ranks #131 among its holdings.

1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Highland Investment Advisors held 238 shares of Vanguard Morningstar Small-Cap Growth ETF worth $87.1K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Highland Investment Advisors position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Highland Investment Advisors's portfolio in Q2 2026, its #131 holding.
1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Highland Investment Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.