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Larson Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Larson Financial Group’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 		$5.34M Sell
17,662
-12,599
-42% -$3.96M 0.17% 111
2025
Q4 		$9.14M Sell
30,261
-3,819
-11% -$1.15M 0.3% 69
2025
Q3 		$10.1M Sell
34,080
-17,380
-34% -$5.02M 0.35% 62
2025
Q2 		$14.3M Sell
51,460
-20,605
-29% -$5.31M 0.57% 36
2025
Q1 		$18.1M Sell
72,065
-5,359
-7% -$1.48M 0.86% 20
2024
Q4 		$21.7M Sell
77,424
-5,217
-6% -$1.47M 1.12% 14
2024
Q3 		$22.1M Sell
82,641
-1,757
-2% -$450K 1.25% 14
2024
Q2 		$21.1M Buy
84,398
+7,568
+10% +$1.89M 1.44% 12
2024
Q1 		$20M Buy
76,830
+13,769
+22% +$3.38M 1.55% 11
2023
Q4 		$15.2M Buy
63,061
+9,757
+18% +$2.12M 1.33% 15
2023
Q3 		$11.4M Buy
53,304
+7,400
+16% +$1.68M 1.12% 24
2023
Q2 		$10.5M Buy
45,904
+6,149
+15% +$1.34M 1.05% 26
2023
Q1 		$8.6M Buy
39,755
+3,088
+8% +$668K 0.93% 27
2022
Q4 		$7.35M Sell
36,667
-11,152
-23% -$2.28M 0.88% 29
2022
Q3 		$9.33M Buy
47,819
+2,772
+6% +$595K 1.33% 16
2022
Q2 		$8.88M Buy
45,047
+5,153
+13% +$1.12M 1.54% 16
2022
Q1 		$9.9M Sell
39,894
-426
-1% -$105K 1.58% 18
2021
Q4 		$11.4M Buy
40,320
+6,355
+19% +$1.82M 1.8% 14
2021
Q3 		$9.52M Buy
33,965
+3,110
+10% +$890K 1.89% 16
2021
Q2 		$8.94M Buy
30,855
+5,173
+20% +$1.45M 2.08% 14
2021
Q1 		$7.05M Buy
25,682
+4,495
+21% +$1.27M 2.08% 14
2020
Q4 		$5.67M Buy
21,187
+6,134
+41% +$1.48M 1.93% 17
2020
Q3 		$3.23M Buy
15,053
+15,007
+32,624% +$3.17M 1.33% 21
2020
Q2 		$9K Buy
46
+1
+2% +$181 ﹤0.01% 420
2020
Q1 		$7K Buy
45
+2
+5% +$371 ﹤0.01% 341
2019
Q4 		$9K Hold
43
– – 0.01% 313
2019
Q3 		$8K Buy
43
+1
+2% +$186 0.01% 333
2019
Q2 		$8K Buy
42
+19
+83% +$3.46K 0.01% 271
2019
Q1 		$4K Buy
23
+2
+10% +$343 ﹤0.01% 329
2018
Q4 		$3K Buy
+21
New +$3.46K ﹤0.01% 335

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Larson Financial Group's VBK Position: Q1 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 42% in Q1 2026, selling an estimated $3.96M and leaving 17,662 shares worth $5.34M. The position accounts for 0.17% of the portfolio, ranked #111.

Larson Financial Group first reported a position in VBK in Q4 2018 and has held it in 30 quarters since. The position peaked at $22.1M in Q3 2024. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Larson Financial Group held 17,662 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.34M as of Q1 2026.
  • Larson Financial Group sold 12,599 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $3.96M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Larson Financial Group's portfolio in Q1 2026, its #111 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • Larson Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $22.1M in Q3 2024.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Larson Financial Group's 13F filing for Q1 2026, filed 15 May 2026.