IPG Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IPG Investment Advisors’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	$399K	Sell	1,091 -1,296	-54%	-$441K	0.06%	175
2026 Q1	$2.24M	Buy	2,387 +1,296	+119%	+$407K	0.38%	56
2025 Q4	$330K	Hold	1,091	–	–	0.06%	160
2025 Q3	$325K	Hold	1,091	–	–	0.06%	163
2025 Q2	$303K	Hold	1,091	–	–	0.06%	137
2025 Q1	$275K	Buy	+1,091	New	+$302K	0.06%	136

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

IPG Investment Advisors's VBK Position: Q2 2026 in Review

IPG Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 54% in Q2 2026, selling an estimated $441K and leaving 1,091 shares worth $399K. The position accounts for 0.06% of the portfolio, ranked #175.

IPG Investment Advisors first reported a position in VBK in Q1 2025 and has held it in 6 quarters since. The position peaked at $2.24M in Q1 2026. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

IPG Investment Advisors held 1,091 shares of Vanguard Morningstar Small-Cap Growth ETF worth $399K as of Q2 2026.
IPG Investment Advisors sold 1,296 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $441K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of IPG Investment Advisors's portfolio in Q2 2026, its #175 holding.
IPG Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
IPG Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.24M in Q1 2026.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on IPG Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.