ITG
VBK icon

Index Technologies Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Index Technologies 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
Q1 		– Sell
-716
Closed -$216K – 169
2025
Q4 		$216K Buy
+716
New +$216K 0.23% 136

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Index Technologies Group's VBK Position: Q1 2026 in Review

Index Technologies Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 716 shares — an estimated $216K sold.

Index Technologies Group first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $216K in Q4 2025. 1,219 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Index Technologies Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Index Technologies Group sold 716 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $216K.
  • Index Technologies Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Index Technologies Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $216K in Q4 2025.
  • 1,219 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Index Technologies Group's 13F filing for Q1 2026, filed 29 Apr 2026.