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

Hoge 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 		$889K Sell
2,431
-22
-0.9% -$7.49K 0.43% 29
2026
Q1 		$741K Sell
2,453
-35
-1% -$11K 0.4% 30
2025
Q4 		$752K Buy
2,488
+3
+0.1% +$905 0.41% 30
2025
Q3 		$740K Sell
2,485
-9
-0.4% -$2.6K 0.42% 29
2025
Q2 		$691K Sell
2,494
-20
-0.8% -$5.15K 0.43% 26
2025
Q1 		$633K Buy
2,514
+123
+5% +$34.1K 0.44% 26
2024
Q4 		$670K Sell
2,391
-10
-0.4% -$2.83K 0.49% 25
2024
Q3 		$642K Buy
2,401
+16
+0.7% +$4.1K 0.48% 24
2024
Q2 		$597K Sell
2,385
-315
-12% -$78.6K 0.49% 24
2024
Q1 		$704K Sell
2,700
-3
-0.1% -$737 0.57% 23
2023
Q4 		$654K Buy
+2,703
New +$587K 0.66% 20

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

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

Hoge Financial Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.9% in Q2 2026, selling an estimated $7.49K and leaving 2,431 shares worth $889K. The position accounts for 0.43% of the portfolio, ranked #29.

Hoge Financial Services first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Hoge Financial Services held 2,431 shares of Vanguard Morningstar Small-Cap Growth ETF worth $889K as of Q2 2026.
  • Hoge Financial Services sold 22 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.49K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.43% of Hoge Financial Services's portfolio in Q2 2026, its #29 holding.
  • Hoge Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Hoge Financial Services's 13F filing for Q2 2026, filed 29 Jul 2026.