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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
Q2 		$4.34M Sell
11,879
-5,783
-33% -$1.97M 0.11% 155
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 $1.55T 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

Larson Financial Group's VBK Position: Q2 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 33% in Q2 2026, selling an estimated $1.97M and leaving 11,879 shares worth $4.34M. The position accounts for 0.11% of the portfolio, ranked #155.

Larson Financial Group first reported a position in VBK in Q4 2018 and has held it in 31 quarters since. The position peaked at $22.1M in Q3 2024. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Larson Financial Group held 11,879 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.34M as of Q2 2026.
  • Larson Financial Group sold 5,783 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.97M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Larson Financial Group's portfolio in Q2 2026, its #155 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $22.1M in Q3 2024.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.