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

Integrity Alliance’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 		$7.2M Buy
19,695
+498
+3% +$170K 0.23% 100
2026
Q1 		$5.8M Sell
19,197
-336
-2% -$106K 0.22% 99
2025
Q4 		$5.9M Buy
19,533
+3,394
+21% +$1.02M 0.22% 104
2025
Q3 		$4.8M Sell
16,139
-11,827
-42% -$3.41M 0.23% 97
2025
Q2 		$7.74M Buy
27,966
+782
+3% +$201K 0.42% 60
2025
Q1 		$6.84M Buy
27,184
+24,821
+1,050% +$6.88M 0.27% 84
2024
Q4 		$662K Buy
+2,363
New +$668K 0.07% 113

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 Alliance's VBK Position: Q2 2026 in Review

Integrity Alliance increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.6% in Q2 2026, buying an estimated $170K and bringing the position to 19,695 shares worth $7.2M. The position accounts for 0.23% of the portfolio, ranked #100.

Integrity Alliance first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.74M in Q2 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Integrity Alliance held 19,695 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.2M as of Q2 2026.
  • Integrity Alliance bought 498 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $170K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.23% of Integrity Alliance's portfolio in Q2 2026, its #100 holding.
  • Integrity Alliance first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Integrity Alliance's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7.74M in Q2 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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