Ironwood Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.79M | Buy |
5,122
+173
| +3% | +$58.9K | 0.28% | 68 |
|
|
2026
Q1 | $1.5M | Buy |
4,949
+194
| +4% | +$61K | 0.26% | 72 |
|
|
2025
Q4 | $1.53M | Buy |
4,755
+441
| +10% | +$133K | 0.26% | 72 |
|
|
2025
Q3 | $1.28M | Buy |
4,314
+1,289
| +43% | +$372K | 0.23% | 75 |
|
|
2025
Q2 | $762K | Hold |
3,025
| – | – | 0.16% | 91 |
|
|
2025
Q1 | $762K | Buy |
3,025
+576
| +24% | +$160K | 0.16% | 91 |
|
|
2024
Q4 | $686K | Buy |
2,449
+731
| +43% | +$207K | 0.14% | 93 |
|
|
2024
Q3 | $459K | Buy |
1,718
+856
| +99% | +$219K | 0.1% | 109 |
|
|
2024
Q2 | $216K | Buy |
+862
| New | +$215K | 0.05% | 142 |
|
|
2021
Q4 | – | Sell |
-131
| Closed | -$37K | – | 519 |
|
|
2021
Q3 | $37K | Hold |
131
| – | – | 0.01% | 219 |
|
|
2021
Q2 | $38K | Hold |
131
| – | – | 0.01% | 213 |
|
|
2021
Q1 | $36K | Hold |
131
| – | – | 0.01% | 202 |
|
|
2020
Q4 | $35K | Hold |
131
| – | – | 0.01% | 189 |
|
|
2020
Q3 | $28K | Hold |
131
| – | – | 0.01% | 159 |
|
|
2020
Q2 | $26K | Hold |
131
| – | – | 0.01% | 160 |
|
|
2020
Q1 | $20K | Sell |
131
-90
| -41% | -$16.7K | 0.01% | 151 |
|
|
2019
Q4 | $44K | Hold |
221
| – | – | 0.02% | 122 |
|
|
2019
Q3 | $40K | Hold |
221
| – | – | 0.02% | 135 |
|
|
2019
Q2 | $41K | Hold |
221
| – | – | 0.02% | 135 |
|
|
2019
Q1 | $40K | Hold |
221
| – | – | 0.02% | 131 |
|
|
2018
Q4 | $33K | Hold |
221
| – | – | 0.02% | 143 |
|
|
2018
Q3 | $41K | Hold |
221
| – | – | 0.02% | 130 |
|
|
2018
Q2 | $39K | Buy |
221
+180
| +439% | +$30.9K | 0.02% | 108 |
|
|
2018
Q1 | $7K | Hold |
41
| – | – | 0.01% | 189 |
|
|
2017
Q4 | $7K | Hold |
41
| – | – | ﹤0.01% | 197 |
|
|
2017
Q3 | $6K | Hold |
41
| – | – | ﹤0.01% | 207 |
|
|
2017
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 206 |
|
|
2017
Q1 | $6K | Hold |
41
| – | – | ﹤0.01% | 205 |
|
|
2016
Q4 | $5K | Hold |
41
| – | – | ﹤0.01% | 212 |
|
|
2016
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 210 |
|
|
2016
Q2 | $5K | Hold |
41
| – | – | ﹤0.01% | 209 |
|
|
2016
Q1 | $5K | Buy |
+41
| New | +$4.56K | ﹤0.01% | 214 |
|
|
2015
Q3 | $5K | Hold |
41
| – | – | ﹤0.01% | 272 |
|
|
2015
Q2 | $6K | Hold |
41
| – | – | ﹤0.01% | 237 |
|
|
2015
Q1 | $5K | Hold |
41
| – | – | ﹤0.01% | 251 |
|
|
2014
Q4 | $5K | Buy |
+41
| New | +$5.04K | ﹤0.01% | 220 |
|
Other funds holding VBK
EWA
MG
Ironwood Financial's VBK Position: Q2 2026 in Review
Ironwood Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.5% in Q2 2026, buying an estimated $58.9K and bringing the position to 5,122 shares worth $1.79M. The position accounts for 0.28% of the portfolio, ranked #68.
Ironwood Financial first reported a position in VBK in Q4 2014 and has held it in 36 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Ironwood Financial held 5,122 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.79M as of Q2 2026.
- Ironwood Financial bought 173 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $58.9K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.28% of Ironwood Financial's portfolio in Q2 2026, its #68 holding.
- Ironwood Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2014 and has held it in 36 quarters since.
- 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Ironwood Financial's 13F filing for Q2 2026, filed 17 Jul 2026.