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 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 $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Ken Fisher's VBK Position: Q1 2026 in Review

Ken Fisher sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 1,127 shares — an estimated $341K sold.

Ken Fisher first reported a position in VBK in Q4 2017 and held it in 10 quarters. The position peaked at $927K in Q2 2024. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Ken Fisher reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Ken Fisher sold 1,127 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $341K.
Ken Fisher first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and held it in 10 quarters.
Ken Fisher's Vanguard Morningstar Small-Cap Growth ETF position peaked at $927K in Q2 2024.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.