IAS
VBK icon

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

Integrity Advisory Solutions’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 		$471K Buy
1,289
+360
+39% +$123K 0.05% 200
2026
Q1 		$281K Buy
929
+16
+2% +$5.03K 0.04% 214
2025
Q4 		$276K Buy
913
+109
+14% +$32.9K 0.04% 201
2025
Q3 		$239K Buy
+804
New +$232K 0.04% 205

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
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

Integrity Advisory Solutions's VBK Position: Q2 2026 in Review

Integrity Advisory Solutions increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 39% in Q2 2026, buying an estimated $123K and bringing the position to 1,289 shares worth $471K. The position accounts for 0.05% of the portfolio, ranked #200.

Integrity Advisory Solutions first reported a position in VBK in Q3 2025 and has held it in 4 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Integrity Advisory Solutions held 1,289 shares of Vanguard Morningstar Small-Cap Growth ETF worth $471K as of Q2 2026.
  • Integrity Advisory Solutions bought 360 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $123K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Integrity Advisory Solutions's portfolio in Q2 2026, its #200 holding.
  • Integrity Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Integrity Advisory Solutions's 13F filing for Q2 2026, filed 31 Jul 2026.