IC
VBK icon

IEQ Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IEQ Capital’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 		$617K Sell
1,687
-3,921
-70% -$1.34M ﹤0.01% 1311
2026
Q1 		$1.7M Sell
5,608
-73
-1% -$22.9K 0.01% 835
2025
Q4 		$1.72M Sell
5,681
-56
-1% -$16.9K 0.01% 845
2025
Q3 		$1.71M Buy
5,737
+2
+0% +$577 0.01% 814
2025
Q2 		$1.59M Buy
5,735
+52
+0.9% +$13.4K 0.01% 712
2025
Q1 		$1.43M Buy
5,683
+16
+0.3% +$4.43K 0.01% 663
2024
Q4 		$1.59M Buy
5,667
+3,928
+226% +$1.11M 0.02% 558
2024
Q3 		$465K Buy
1,739
+5
+0.3% +$1.28K 0.01% 779
2024
Q2 		$434K Buy
1,734
+26
+2% +$6.49K 0.01% 703
2024
Q1 		$445K Buy
1,708
+7
+0.4% +$1.72K 0.01% 657
2023
Q4 		$411K Buy
1,701
+90
+6% +$19.5K 0.01% 634
2023
Q3 		$345K Buy
1,611
+82
+5% +$18.6K 0.01% 680
2023
Q2 		$351K Buy
+1,529
New +$333K 0.01% 627

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

IEQ Capital's VBK Position: Q2 2026 in Review

IEQ Capital reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 70% in Q2 2026, selling an estimated $1.34M and leaving 1,687 shares worth $617K. The position accounts for ﹤0.01% of the portfolio, ranked #1311.

IEQ Capital first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.72M in Q4 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • IEQ Capital held 1,687 shares of Vanguard Morningstar Small-Cap Growth ETF worth $617K as of Q2 2026.
  • IEQ Capital sold 3,921 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of IEQ Capital's portfolio in Q2 2026, its #1311 holding.
  • IEQ Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • IEQ Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.72M in Q4 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IEQ Capital's 13F filing for Q2 2026, filed 11 Aug 2026.