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Independence Bank of Kentucky’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Independence Bank of Kentucky’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 		$151K Sell
412
-35
-8% -$11.9K 0.02% 301
2026
Q1 		$135K Hold
447
– – 0.02% 312
2025
Q4 		$135K Sell
447
-16
-3% -$4.83K 0.02% 323
2025
Q3 		$138K Hold
463
– – 0.02% 321
2025
Q2 		$128K Hold
463
– – 0.02% 322
2025
Q1 		$117K Hold
463
– – 0.02% 330
2024
Q4 		$130K Hold
463
– – 0.02% 321
2024
Q3 		$124K Sell
463
-260
-36% -$66.6K 0.03% 309
2024
Q2 		$181K Sell
723
-18
-2% -$4.49K 0.05% 240
2024
Q1 		$193K Hold
741
– – 0.06% 221
2023
Q4 		$179K Hold
741
– – 0.06% 208
2023
Q3 		$159K Hold
741
– – 0.07% 184
2023
Q2 		$170K Sell
741
-26
-3% -$5.66K 0.07% 179
2023
Q1 		$166K Hold
767
– – 0.07% 176
2022
Q4 		$154K Hold
767
– – 0.07% 181
2022
Q3 		$150K Sell
767
-72
-9% -$15.5K 0.07% 159
2022
Q2 		$165K Sell
839
-45
-5% -$9.76K 0.07% 159
2022
Q1 		$219K Sell
884
-140
-14% -$34.5K 0.09% 160
2021
Q4 		$289K Sell
1,024
-17
-2% -$4.88K 0.12% 135
2021
Q3 		$292K Buy
1,041
+65
+7% +$18.6K 0.13% 131
2021
Q2 		$283K Hold
976
– – 0.13% 131
2021
Q1 		$268K Hold
976
– – 0.13% 127
2020
Q4 		$261K Buy
976
+61
+7% +$14.8K 0.14% 128
2020
Q3 		$197K Buy
915
+720
+369% +$152K 0.11% 132
2020
Q2 		$39K Buy
195
+80
+70% +$14.4K 0.03% 212
2020
Q1 		$17K Buy
+115
New +$21.3K 0.01% 253

Other funds holding VBK

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
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Independence Bank of Kentucky's VBK Position: Q2 2026 in Review

Independence Bank of Kentucky reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.8% in Q2 2026, selling an estimated $11.9K and leaving 412 shares worth $151K. The position accounts for 0.02% of the portfolio, ranked #301.

Independence Bank of Kentucky first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. The position peaked at $292K in Q3 2021. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Independence Bank of Kentucky held 412 shares of Vanguard Morningstar Small-Cap Growth ETF worth $151K as of Q2 2026.
  • Independence Bank of Kentucky sold 35 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $11.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Independence Bank of Kentucky's portfolio in Q2 2026, its #301 holding.
  • Independence Bank of Kentucky first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Independence Bank of Kentucky's Vanguard Morningstar Small-Cap Growth ETF position peaked at $292K in Q3 2021.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Independence Bank of Kentucky's 13F filing for Q2 2026, filed 13 Jul 2026.