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

Highland Investment Advisors LLC’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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

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

Highland Investment Advisors LLC 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.

1,120 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Highland Investment Advisors LLC 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 LLC position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Highland Investment Advisors LLC's portfolio in Q2 2026, its #131 holding.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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