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Houlihan Financial Resource Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Houlihan Financial Resource Group’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 		$825K Hold
2,257
– – 0.29% 60
2026
Q1 		$682K Sell
2,257
-20
-0.9% -$6.29K 0.27% 65
2025
Q4 		$698K Buy
2,277
+1,292
+131% +$390K 0.27% 65
2025
Q3 		$293K Sell
985
-1,491
-60% -$430K 0.26% 65
2025
Q2 		$692K Sell
2,476
-20
-0.8% -$5.15K 0.29% 60
2025
Q1 		$628K Sell
2,496
-262
-9% -$72.6K 0.28% 58
2024
Q4 		$772K Sell
2,758
-1
-0% -$283 0.33% 52
2024
Q3 		$738K Buy
+2,759
New +$707K 0.31% 55
2024
Q2 		– Sell
-2,758
Closed -$719K – 95
2024
Q1 		$719K Buy
2,758
+15
+0.5% +$3.68K 0.32% 54
2023
Q4 		$663K Buy
2,743
+208
+8% +$45.2K 0.32% 54
2023
Q3 		$525K Buy
+2,535
New +$576K 0.28% 60
2023
Q2 		– Sell
-2,410
Closed -$522K – 170
2023
Q1 		$522K Buy
2,410
+560
+30% +$121K 0.28% 61
2022
Q4 		$390K Sell
1,850
-415
-18% -$84.9K 0.23% 68
2022
Q3 		$453K Buy
+2,265
New +$486K 0.28% 59

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

Houlihan Financial Resource Group's VBK Position: Q2 2026 in Review

Houlihan Financial Resource Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 2,257 shares worth $825K. The position accounts for 0.29% of the portfolio, ranked #60.

Houlihan Financial Resource Group first reported a position in VBK in Q3 2022 and has held it in 14 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Houlihan Financial Resource Group held 2,257 shares of Vanguard Morningstar Small-Cap Growth ETF worth $825K as of Q2 2026.
  • Houlihan Financial Resource Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.29% of Houlihan Financial Resource Group's portfolio in Q2 2026, its #60 holding.
  • Houlihan Financial Resource Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2022 and has held it in 14 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Houlihan Financial Resource Group's 13F filing for Q2 2026, filed 10 Aug 2026.