Hilltop National Bank’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hilltop National Bank’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	$4.74M	Buy	12,956 +226	+2%	+$77K	1.01%	23
2026 Q1	$3.85M	Buy	12,730 +396	+3%	+$124K	0.92%	19
2025 Q4	$3.73M	Buy	12,334 +644	+6%	+$194K	0.9%	22
2025 Q3	$3.48M	Buy	11,690 +466	+4%	+$135K	0.86%	24
2025 Q2	$3.11M	Buy	+11,224	New	+$2.89M	0.81%	27
2024 Q4	$2.58M	Buy	9,218 +2,068	+29%	+$585K	0.78%	30
2024 Q3	$1.91M	Buy	7,150 +1,220	+21%	+$313K	0.58%	49
2024 Q2	$1.48M	Buy	5,930 +1,651	+39%	+$412K	0.48%	57
2024 Q1	$1.12M	Buy	+4,279	New	+$1.05M	0.38%	74

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

Hilltop National Bank's VBK Position: Q2 2026 in Review

Hilltop National Bank increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.8% in Q2 2026, buying an estimated $77K and bringing the position to 12,956 shares worth $4.74M. The position accounts for 1.01% of the portfolio, ranked #23.

Hilltop National Bank first reported a position in VBK in Q1 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Hilltop National Bank held 12,956 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.74M as of Q2 2026.
Hilltop National Bank bought 226 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $77K.
Vanguard Morningstar Small-Cap Growth ETF made up 1.01% of Hilltop National Bank's portfolio in Q2 2026, its #23 holding.
Hilltop National Bank first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Hilltop National Bank's 13F filing for Q2 2026, filed 2 Jul 2026.