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Ifrah Financial Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ifrah Financial Services’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 		$8.51M Sell
23,265
-230
-1% -$78.3K 2.08% 14
2026
Q1 		$7.1M Sell
23,495
-734
-3% -$231K 1.88% 15
2025
Q4 		$7.32M Sell
24,229
-1,046
-4% -$316K 1.88% 16
2025
Q3 		$7.52M Sell
25,275
-192
-0.8% -$55.4K 1.95% 14
2025
Q2 		$7.05M Sell
25,467
-539
-2% -$139K 1.93% 15
2025
Q1 		$6.55M Sell
26,006
-1,241
-5% -$344K 1.88% 14
2024
Q4 		$7.63M Sell
27,247
-822
-3% -$232K 2.11% 11
2024
Q3 		$7.5M Sell
28,069
-337
-1% -$86.3K 2.02% 12
2024
Q2 		$7.11M Sell
28,406
-1,196
-4% -$298K 2.01% 12
2024
Q1 		$7.72M Buy
29,602
+1,193
+4% +$293K 2.16% 12
2023
Q4 		$6.87M Sell
28,409
-2,883
-9% -$626K 2.01% 13
2023
Q3 		$6.7M Sell
31,292
-269
-0.9% -$61.1K 2.09% 12
2023
Q2 		$7.25M Buy
31,561
+567
+2% +$123K 2.2% 11
2023
Q1 		$6.71M Buy
30,994
+415
+1% +$89.7K 2.13% 12
2022
Q4 		$6.13M Sell
30,579
-990
-3% -$203K 2.01% 14
2022
Q3 		$6.16M Buy
31,569
+91
+0.3% +$19.5K 2.12% 12
2022
Q2 		$6.2M Sell
31,478
-379
-1% -$82.2K 2.02% 13
2022
Q1 		$7.91M Sell
31,857
-43
-0.1% -$10.6K 2.22% 11
2021
Q4 		$8.99M Sell
31,900
-274
-0.9% -$78.6K 2.41% 7
2021
Q3 		$9.01M Sell
32,174
-104
-0.3% -$29.8K 2.59% 7
2021
Q2 		$9.35M Sell
32,278
-1,398
-4% -$391K 2.68% 7
2021
Q1 		$9.25M Sell
33,676
-2,887
-8% -$814K 2.78% 6
2020
Q4 		$9.79M Sell
36,563
-454
-1% -$110K 3.15% 6
2020
Q3 		$7.96M Sell
37,017
-581
-2% -$123K 2.86% 8
2020
Q2 		$7.5M Sell
37,598
-1,087
-3% -$196K 2.74% 8
2020
Q1 		$5.81M Sell
38,685
-1,669
-4% -$310K 2.44% 8
2019
Q4 		$8.02M Sell
40,354
-631
-2% -$120K 2.83% 6
2019
Q3 		$7.46M Sell
40,985
-1,096
-3% -$204K 2.73% 8
2019
Q2 		$7.84M Sell
42,081
-290
-0.7% -$52.8K 2.9% 7
2019
Q1 		$7.62M Sell
42,371
-602
-1% -$103K 2.89% 6
2018
Q4 		$6.47M Sell
42,973
-1,609
-4% -$265K 2.73% 8
2018
Q3 		$8.35M Sell
44,582
-1,286
-3% -$236K 2.95% 6
2018
Q2 		$8.06M Buy
45,868
+979
+2% +$168K 2.92% 6
2018
Q1 		$7.36M Sell
44,889
-609
-1% -$100K 2.68% 9
2017
Q4 		$7.32M Buy
45,498
+8
+0% +$1.26K 2.65% 9
2017
Q3 		$6.94M Buy
45,490
+2,118
+5% +$311K 2.63% 9
2017
Q2 		$6.32M Sell
43,372
-857
-2% -$123K 2.5% 11
2017
Q1 		$6.22M Sell
44,229
-1,243
-3% -$172K 2.5% 10
2016
Q4 		$6.05M Sell
45,472
-3,001
-6% -$392K 2.47% 9
2016
Q3 		$6.39M Sell
48,473
-1,330
-3% -$173K 2.54% 11
2016
Q2 		$6.17M Sell
49,803
-992
-2% -$120K 2.46% 11
2016
Q1 		$6.04M Sell
50,795
-595
-1% -$66.2K 2.41% 12
2015
Q4 		$6.24M Sell
51,390
-902
-2% -$111K 2.47% 10
2015
Q3 		$6.16M Sell
52,292
-619
-1% -$80K 2.48% 11
2015
Q2 		$7.1M Sell
52,911
-968
-2% -$130K 2.65% 9
2015
Q1 		$7.1M Buy
53,879
+15
+0% +$1.94K 2.66% 11
2014
Q4 		$6.78M Sell
53,864
-2,487
-4% -$306K 2.66% 11
2014
Q3 		$6.78M Sell
56,351
-430
-0.8% -$53.3K 2.62% 11
2014
Q2 		$7.23M Sell
56,781
-991
-2% -$120K 2.74% 11
2014
Q1 		$7.18M Sell
57,772
-1,759
-3% -$218K 2.81% 10
2013
Q4 		$7.28M Sell
59,531
-897
-1% -$106K 2.91% 10
2013
Q3 		$6.92M Sell
60,428
-1,165
-2% -$129K 3.35% 11
2013
Q2 		$6.34M Buy
+61,593
New +$6.23M 3.19% 11

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Ifrah Financial Services's VBK Position: Q2 2026 in Review

Ifrah Financial Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.98% in Q2 2026, selling an estimated $78.3K and leaving 23,265 shares worth $8.51M. The position accounts for 2.08% of the portfolio, ranked #14.

Ifrah Financial Services first reported a position in VBK in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.79M in Q4 2020. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ifrah Financial Services held 23,265 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.51M as of Q2 2026.
  • Ifrah Financial Services sold 230 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $78.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.08% of Ifrah Financial Services's portfolio in Q2 2026, its #14 holding.
  • Ifrah Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
  • Ifrah Financial Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9.79M in Q4 2020.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ifrah Financial Services's 13F filing for Q2 2026, filed 21 Jul 2026.