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IFG Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IFG Advisors’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 		$1.03M Hold
2,818
– – 0.14% 72
2026
Q1 		$852K Buy
2,818
+1
+0% +$314 0.14% 74
2025
Q4 		$851K Buy
2,817
+1
+0% +$302 0.14% 69
2025
Q3 		$838K Sell
2,816
-33
-1% -$9.53K 0.14% 69
2025
Q2 		$789K Sell
2,849
-28
-1% -$7.21K 0.13% 69
2025
Q1 		$724K Hold
2,877
– – 0.14% 68
2024
Q4 		$806K Buy
2,877
+346
+14% +$97.8K 0.16% 65
2024
Q3 		$677K Buy
2,531
+6
+0.2% +$1.54K 0.14% 67
2024
Q2 		$632K Hold
2,525
– – 0.15% 67
2024
Q1 		$658K Hold
2,525
– – 0.17% 60
2023
Q4 		$610K Sell
2,525
-35
-1% -$7.6K 0.18% 61
2023
Q3 		$548K Sell
2,560
-333
-12% -$75.7K 0.19% 62
2023
Q2 		$665K Buy
2,893
+344
+13% +$74.8K 0.24% 50
2023
Q1 		$552K Hold
2,549
– – 0.22% 58
2022
Q4 		$511K Sell
2,549
-6
-0.2% -$1.23K 0.22% 56
2022
Q3 		$499K Buy
2,555
+511
+25% +$110K 0.25% 55
2022
Q2 		$403K Buy
2,044
+233
+13% +$50.5K 0.2% 65
2022
Q1 		$449K Buy
1,811
+5
+0.3% +$1.23K 0.2% 70
2021
Q4 		$509K Buy
1,806
+266
+17% +$76.3K 0.22% 66
2021
Q3 		$431K Hold
1,540
– – 0.2% 66
2021
Q2 		$446K Hold
1,540
– – 0.21% 61
2021
Q1 		$423K Hold
1,540
– – 0.23% 56
2020
Q4 		$412K Sell
1,540
-18
-1% -$4.35K 0.26% 54
2020
Q3 		$335K Hold
1,558
– – 0.24% 61
2020
Q2 		$311K Buy
1,558
+36
+2% +$6.5K 0.25% 56
2020
Q1 		$229K Buy
+1,522
New +$282K 0.23% 70

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

IFG Advisors's VBK Position: Q2 2026 in Review

IFG Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 2,818 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #72.

IFG Advisors first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • IFG Advisors held 2,818 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.03M as of Q2 2026.
  • IFG Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.14% of IFG Advisors's portfolio in Q2 2026, its #72 holding.
  • IFG Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IFG Advisors's 13F filing for Q2 2026, filed 22 Jul 2026.