Koshinski Asset Management
VBK icon

Koshinski Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Koshinski Asset 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 		$1.05M Sell
2,877
-7
-0.2% -$2.38K 0.06% 290
2026
Q1 		$872K Hold
2,884
– – 0.05% 312
2025
Q4 		$871K Hold
2,884
– – 0.06% 303
2025
Q3 		$858K Buy
2,884
+138
+5% +$39.8K 0.06% 302
2025
Q2 		$760K Hold
2,746
– – 0.06% 319
2025
Q1 		$691K Buy
2,746
+1
+0% +$277 0.06% 315
2024
Q4 		$769K Hold
2,745
– – 0.07% 290
2024
Q3 		$734K Buy
2,745
+72
+3% +$18.4K 0.06% 300
2024
Q2 		$663K Sell
2,673
-651
-20% -$162K 0.06% 286
2024
Q1 		$867K Sell
3,324
-1,194
-26% -$293K 0.09% 228
2023
Q4 		$1.09M Buy
4,518
+1,954
+76% +$424K 0.17% 170
2023
Q3 		$549K Buy
2,564
+120
+5% +$27.3K 0.06% 297
2023
Q2 		$561K Sell
2,444
-1,570
-39% -$342K 0.06% 316
2023
Q1 		$869K Sell
4,014
-132
-3% -$28.5K 0.08% 230
2022
Q4 		$831K Sell
4,146
-61
-1% -$12.5K 0.08% 257
2022
Q3 		$821K Sell
4,207
-45
-1% -$9.66K 0.1% 241
2022
Q2 		$838K Buy
4,252
+29
+0.7% +$6.29K 0.08% 264
2022
Q1 		$1.05M Buy
4,223
+871
+26% +$214K 0.09% 246
2021
Q4 		$945K Buy
3,352
+740
+28% +$212K 0.08% 270
2021
Q3 		$732K Buy
2,612
+1,299
+99% +$372K 0.06% 316
2021
Q2 		$380K Sell
1,313
-490
-27% -$137K 0.05% 381
2021
Q1 		$495K Buy
1,803
+379
+27% +$107K 0.05% 368
2020
Q4 		$381K Buy
+1,424
New +$344K 0.05% 383

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

Koshinski Asset Management's VBK Position: Q2 2026 in Review

Koshinski Asset Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.24% in Q2 2026, selling an estimated $2.38K and leaving 2,877 shares worth $1.05M. The position accounts for 0.06% of the portfolio, ranked #290.

Koshinski Asset Management first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.09M in Q4 2023. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Koshinski Asset Management held 2,877 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.05M as of Q2 2026.
  • Koshinski Asset Management sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.38K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Koshinski Asset Management's portfolio in Q2 2026, its #290 holding.
  • Koshinski Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Koshinski Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.09M in Q4 2023.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Koshinski Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.