Jim Saulnier & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Jim Saulnier & Associates’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	$236K	Buy	+645	New	+$220K	0.09%	145

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

Jim Saulnier & Associates's VBK Position: Q2 2026 in Review

Jim Saulnier & Associates opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 645 shares worth $236K. The stake represents 0.09% of the portfolio and ranks #145 among its holdings.

1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Jim Saulnier & Associates held 645 shares of Vanguard Morningstar Small-Cap Growth ETF worth $236K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Jim Saulnier & Associates position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Jim Saulnier & Associates's portfolio in Q2 2026, its #145 holding.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Jim Saulnier & Associates's 13F filing for Q2 2026, filed 28 Jul 2026.