JDM Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

JDM Financial 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 Q2	$39.5K	Hold	108	–	–	0.01%	119
2026 Q1	$32.6K	Hold	108	–	–	0.01%	122
2025 Q4	$32.6K	Hold	108	–	–	0.01%	119
2025 Q3	$32.1K	Hold	108	–	–	0.01%	115
2025 Q2	$29.9K	Hold	108	–	–	0.01%	114
2025 Q1	$27.2K	Hold	108	–	–	0.01%	112
2024 Q4	$30.2K	Hold	108	–	–	0.02%	109
2024 Q3	$28.9K	Sell	108 -195	-64%	-$50K	0.02%	111
2024 Q2	$75.8K	Sell	303 -17	-5%	-$4.24K	0.05%	64
2024 Q1	$83.5K	Hold	320	–	–	0.06%	51
2023 Q4	$77.4K	Hold	320	–	–	0.06%	52
2023 Q3	$68.6K	Hold	320	–	–	0.06%	52
2023 Q2	$73.6K	Hold	320	–	–	0.06%	56
2023 Q1	$69.3K	Hold	320	–	–	0.06%	57
2022 Q4	$64.2K	Buy	+320	New	+$65.5K	0.06%	61

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

JDM Financial Group's VBK Position: Q2 2026 in Review

JDM Financial Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 108 shares worth $39.5K. The position accounts for 0.01% of the portfolio, ranked #119.

JDM Financial Group first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $83.5K in Q1 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

JDM Financial Group held 108 shares of Vanguard Morningstar Small-Cap Growth ETF worth $39.5K as of Q2 2026.
JDM Financial Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of JDM Financial Group's portfolio in Q2 2026, its #119 holding.
JDM Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
JDM Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $83.5K in Q1 2024.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on JDM Financial Group's 13F filing for Q2 2026, filed 18 Aug 2026.