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

IFG Advisory’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	$759K	Buy	2,076 +2,026	+4,052%	+$690K	0.03%	489
2026 Q1	$15.1K	Sell	50 -1,963	-98%	-$617K	0.04%	224
2025 Q4	$608K	Buy	2,013 +154	+8%	+$46.5K	0.03%	462
2025 Q3	$553K	Sell	1,859 -70	-4%	-$20.2K	0.03%	476
2025 Q2	$534K	Buy	1,929 +169	+10%	+$43.5K	0.03%	456
2025 Q1	$443K	Sell	1,760 -19	-1%	-$5.26K	0.02%	462
2024 Q4	$498K	Buy	+1,779	New	+$503K	0.03%	418
2024 Q3	–	Sell	-1,801	Closed	-$451K	–	611
2024 Q2	$451K	Buy	+1,801	New	+$449K	0.03%	422
2024 Q1	–	Sell	-1,866	Closed	-$451K	–	574
2023 Q4	$451K	Buy	1,866 +115	+7%	+$25K	0.03%	381
2023 Q3	$375K	Buy	+1,751	New	+$398K	0.03%	396
2023 Q2	–	Sell	-1,532	Closed	-$332K	–	494
2023 Q1	$332K	Sell	1,532 -70	-4%	-$15.1K	0.03%	391
2022 Q4	$321K	Sell	1,602 -2,827	-64%	-$578K	0.03%	386
2022 Q3	$864K	Buy	4,429 +2,910	+192%	+$625K	0.08%	229
2022 Q2	$299K	Sell	1,519 -34	-2%	-$7.37K	0.03%	380
2022 Q1	$385K	Hold	1,553	–	–	0.04%	351
2021 Q4	$437K	Sell	1,553 -90	-5%	-$25.8K	0.04%	331
2021 Q3	$460K	Hold	1,643	–	–	0.05%	311
2021 Q2	$476K	Buy	1,643 +78	+5%	+$21.8K	0.05%	299
2021 Q1	$429K	Sell	1,565 -8	-0.5%	-$2.25K	0.05%	329
2020 Q4	$421K	Sell	1,573 -70	-4%	-$16.9K	0.06%	291
2020 Q3	$353K	Buy	1,643 +1	+0.1%	+$211	0.06%	295
2020 Q2	$327K	Sell	1,642 -110	-6%	-$19.9K	0.06%	293
2020 Q1	$263K	Buy	1,752 +276	+19%	+$51.2K	0.06%	295
2019 Q4	$293K	Sell	1,476 -45	-3%	-$8.54K	0.05%	316
2019 Q3	$276K	Buy	+1,521	New	+$283K	0.05%	323
2019 Q2	–	Sell	-4,001	Closed	-$607K	–	366
2019 Q1	$607K	Buy	+4,001	New	+$687K	0.12%	172

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IFG Advisory's VBK Position: Q2 2026 in Review

IFG Advisory increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4,052% in Q2 2026, buying an estimated $690K and bringing the position to 2,076 shares worth $759K. The position accounts for 0.03% of the portfolio, ranked #489.

IFG Advisory first reported a position in VBK in Q1 2019 and has held it in 26 quarters since. The position peaked at $864K in Q3 2022. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

IFG Advisory held 2,076 shares of Vanguard Morningstar Small-Cap Growth ETF worth $759K as of Q2 2026.
IFG Advisory bought 2,026 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $690K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of IFG Advisory's portfolio in Q2 2026, its #489 holding.
IFG Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 26 quarters since.
IFG Advisory's Vanguard Morningstar Small-Cap Growth ETF position peaked at $864K in Q3 2022.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IFG Advisory's 13F filing for Q2 2026, filed 14 Aug 2026.