Kovitz Investment Group Partners
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Kovitz Investment Group Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Kovitz Investment Group Partners’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
2025
Q4 		– Sell
-6,358
Closed -$1.89M – 1280
2025
Q3 		$1.89M Sell
6,358
-159
-2% -$45.9K 0.01% 682
2025
Q2 		$1.81M Sell
6,517
-106
-2% -$27.3K 0.01% 654
2025
Q1 		$1.67M Sell
6,623
-494
-7% -$137K 0.01% 619
2024
Q4 		$1.99M Buy
7,117
+176
+3% +$49.7K 0.01% 570
2024
Q3 		$1.61M Buy
6,941
+1,714
+33% +$439K 0.01% 529
2024
Q2 		$1.31M Sell
5,227
-2,416
-32% -$603K 0.01% 488
2024
Q1 		$1.99M Sell
7,643
-4,398
-37% -$1.08M 0.03% 297
2023
Q4 		$2.91M Sell
12,041
-2,095
-15% -$455K 0.05% 206
2023
Q3 		$3.03M Sell
14,136
-599
-4% -$136K 0.05% 196
2023
Q2 		$3.39M Sell
14,735
-2,791
-16% -$607K 0.05% 198
2023
Q1 		$3.79M Sell
17,526
-4,741
-21% -$1.02M 0.07% 183
2022
Q4 		$4.46M Buy
22,267
+2,029
+10% +$415K 0.09% 168
2022
Q3 		$3.95M Buy
20,238
+13,592
+205% +$2.92M 0.09% 170
2022
Q2 		$1.31M Buy
6,646
+4,661
+235% +$1.01M 0.03% 251
2022
Q1 		$493K Sell
1,985
-1,775
-47% -$437K 0.01% 342
2021
Q4 		$1.01M Buy
3,760
+1,495
+66% +$429K 0.02% 273
2021
Q3 		$635K Sell
2,265
-365
-14% -$104K 0.01% 336
2021
Q2 		$762K Sell
2,630
-405
-13% -$113K 0.02% 332
2021
Q1 		$834K Sell
3,035
-725
-19% -$204K 0.02% 298
2020
Q4 		$1.01M Sell
3,760
-410
-10% -$99.2K 0.02% 268
2020
Q3 		$896K Sell
4,170
-1,505
-27% -$318K 0.03% 264
2020
Q2 		$1.13M Sell
5,675
-2,055
-27% -$371K 0.04% 238
2020
Q1 		$1.16M Sell
7,730
-142
-2% -$26.4K 0.04% 225
2019
Q4 		$1.56M Buy
7,872
+17
+0.2% +$3.23K 0.05% 219
2019
Q3 		$1.43M Sell
7,855
-490
-6% -$91.3K 0.05% 224
2019
Q2 		$1.55M Buy
8,345
+27
+0.3% +$4.91K 0.05% 220
2019
Q1 		$1.5M Buy
+8,318
New +$1.43M 0.05% 224

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
Corient Private Wealth
Corient Private Wealth Miami, Florida $77.5B AUM 28.19% 1-Year Est. Return
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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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

Kovitz Investment Group Partners's VBK Position: Q4 2025 in Review

Kovitz Investment Group Partners sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q4 2025, closing a stake of 6,358 shares — an estimated $1.89M sold.

Kovitz Investment Group Partners first reported a position in VBK in Q1 2019 and held it in 27 quarters. The position peaked at $4.46M in Q4 2022. 1,211 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

  • Kovitz Investment Group Partners reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
  • Kovitz Investment Group Partners sold 6,358 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $1.89M.
  • Kovitz Investment Group Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and held it in 27 quarters.
  • Kovitz Investment Group Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.46M in Q4 2022.
  • 1,211 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Kovitz Investment Group Partners's 13F filing for Q4 2025, filed 20 Feb 2026.