KCM
VBK icon

Kathmere Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Kathmere Capital Management’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 		$225K Buy
+616
New +$210K 0.01% 599
2020
Q4 		– Sell
-50
Closed -$11K – 445
2020
Q3 		$11K Buy
+50
New +$10.6K ﹤0.01% 297

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

Kathmere Capital Management's VBK Position: Q2 2026 in Review

Kathmere Capital Management opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 616 shares worth $225K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings. This is a return to the name: Kathmere Capital Management previously reported a position in VBK as recently as Q3 2020.

Kathmere Capital Management first reported a position in VBK in Q3 2020 and has held it in 2 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Kathmere Capital Management held 616 shares of Vanguard Morningstar Small-Cap Growth ETF worth $225K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Kathmere Capital Management position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Kathmere Capital Management's portfolio in Q2 2026, its #599 holding.
  • Kathmere Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 2 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Kathmere Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.