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Independent Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Independent Financial Group’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 		$10.1M Sell
27,569
-524
-2% -$178K 0.19% 105
2026
Q1 		$8.49M Buy
28,093
+502
+2% +$158K 0.19% 109
2025
Q4 		$8.34M Buy
27,591
+436
+2% +$132K 0.19% 108
2025
Q3 		$8.08M Sell
27,155
-435
-2% -$126K 0.19% 97
2025
Q2 		$7.64M Buy
27,590
+8,241
+43% +$2.12M 0.21% 86
2025
Q1 		$4.87M Buy
19,349
+145
+0.8% +$40.2K 0.17% 119
2024
Q4 		$5.38M Buy
19,204
+502
+3% +$142K 0.18% 107
2024
Q3 		$5M Buy
18,702
+243
+1% +$62.3K 0.18% 103
2024
Q2 		$4.62M Sell
18,459
-22
-0.1% -$5.49K 0.19% 107
2024
Q1 		$4.82M Sell
18,481
-986
-5% -$242K 0.22% 96
2023
Q4 		$4.71M Sell
19,467
-761
-4% -$165K 0.25% 90
2023
Q3 		$4.33M Sell
20,228
-1,846
-8% -$420K 0.28% 74
2023
Q2 		$5.07M Sell
22,074
-125
-0.6% -$27.2K 0.35% 52
2023
Q1 		$4.8M Buy
22,199
+19,131
+624% +$4.14M 0.38% 48
2022
Q4 		$615K Buy
3,068
+68
+2% +$13.9K 0.05% 369
2022
Q3 		$585K Buy
3,000
+2
+0.1% +$429 0.05% 353
2022
Q2 		$591K Sell
2,998
-127
-4% -$27.5K 0.06% 333
2022
Q1 		$776K Sell
3,125
-581
-16% -$143K 0.06% 319
2021
Q4 		$1.04M Buy
3,706
+385
+12% +$110K 0.09% 242
2021
Q3 		$931K Sell
3,321
-35
-1% -$10K 0.1% 227
2021
Q2 		$973K Buy
3,356
+295
+10% +$82.5K 0.1% 222
2021
Q1 		$841K Buy
3,061
+407
+15% +$115K 0.11% 212
2020
Q4 		$710K Buy
2,654
+504
+23% +$122K 0.1% 222
2020
Q3 		$462K Buy
2,150
+38
+2% +$8.03K 0.09% 258
2020
Q2 		$422K Sell
2,112
-49
-2% -$8.85K 0.09% 247
2020
Q1 		$325K Buy
+2,161
New +$401K 0.1% 241

Other funds holding VBK

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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Independent Financial Group's VBK Position: Q2 2026 in Review

Independent Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.9% in Q2 2026, selling an estimated $178K and leaving 27,569 shares worth $10.1M. The position accounts for 0.19% of the portfolio, ranked #105.

Independent Financial Group first reported a position in VBK in Q1 2020 and has held it in 26 quarters since. 1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Independent Financial Group held 27,569 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10.1M as of Q2 2026.
  • Independent Financial Group sold 524 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $178K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Independent Financial Group's portfolio in Q2 2026, its #105 holding.
  • Independent Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.