Ken Fisher’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ken Fisher’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	$401K	Buy	+1,097	New	+$374K	﹤0.01%	857
2026 Q1	–	Sell	-1,127	Closed	-$341K	–	1119
2025 Q4	$341K	Buy	+1,127	New	+$340K	﹤0.01%	865
2025 Q3	–	Sell	-928	Closed	-$257K	–	1085
2025 Q2	$257K	Buy	+928	New	+$239K	﹤0.01%	913
2025 Q1	–	Sell	-913	Closed	-$256K	–	1075
2024 Q4	$256K	Buy	913 +8	+0.9%	+$2.26K	﹤0.01%	902
2024 Q3	$242K	Sell	905 -2,802	-76%	-$718K	﹤0.01%	870
2024 Q2	$927K	Buy	3,707 +2,868	+342%	+$716K	﹤0.01%	690
2024 Q1	$219K	Sell	839 -331	-28%	-$81.3K	﹤0.01%	923
2023 Q4	$283K	Buy	+1,170	New	+$254K	﹤0.01%	876
2022 Q2	–	Sell	-1,746	Closed	-$433K	–	993
2022 Q1	$433K	Buy	1,746 +983	+129%	+$242K	﹤0.01%	759
2021 Q4	$215K	Buy	+763	New	+$219K	﹤0.01%	911
2018 Q1	–	Sell	-2,231	Closed	-$359K	–	823
2017 Q4	$359K	Buy	+2,231	New	+$351K	﹤0.01%	701

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

Ken Fisher's VBK Position: Q2 2026 in Review

Ken Fisher opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 1,097 shares worth $401K. The stake represents ﹤0.01% of the portfolio and ranks #857 among its holdings. This is a return to the name: Ken Fisher previously reported a position in VBK as recently as Q4 2025.

Ken Fisher first reported a position in VBK in Q4 2017 and has held it in 11 quarters since. The position peaked at $927K in Q2 2024. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Ken Fisher held 1,097 shares of Vanguard Morningstar Small-Cap Growth ETF worth $401K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Ken Fisher position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q2 2026, its #857 holding.
Ken Fisher first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 11 quarters since.
Ken Fisher's Vanguard Morningstar Small-Cap Growth ETF position peaked at $927K in Q2 2024.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Fisher Asset Management's 13F filing for Q2 2026, filed 4 Aug 2026.