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Leavell Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Leavell Investment 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 		$2.94M Buy
8,033
+1,206
+18% +$411K 0.11% 180
2026
Q1 		$2.06M Buy
6,827
+347
+5% +$109K 0.08% 217
2025
Q4 		$1.96M Buy
6,480
+132
+2% +$39.8K 0.08% 220
2025
Q3 		$1.89M Buy
6,348
+545
+9% +$157K 0.08% 223
2025
Q2 		$1.61M Sell
5,803
-235
-4% -$60.5K 0.07% 241
2025
Q1 		$1.52M Buy
6,038
+371
+7% +$103K 0.08% 234
2024
Q4 		$1.59M Buy
5,667
+296
+6% +$83.7K 0.08% 227
2024
Q3 		$1.44M Buy
5,371
+519
+11% +$133K 0.07% 241
2024
Q2 		$1.22M Buy
4,852
+180
+4% +$44.9K 0.07% 243
2024
Q1 		$1.22M Buy
4,672
+215
+5% +$52.8K 0.07% 239
2023
Q4 		$1.08M Buy
4,457
+356
+9% +$77.3K 0.07% 247
2023
Q3 		$878K Sell
4,101
-61
-1% -$13.9K 0.06% 265
2023
Q2 		$956K Sell
4,162
-524
-11% -$114K 0.06% 256
2023
Q1 		$1.01M Buy
4,686
+479
+11% +$104K 0.07% 241
2022
Q4 		$844K Sell
4,207
-460
-10% -$94.1K 0.06% 257
2022
Q3 		$911K Buy
4,667
+230
+5% +$49.4K 0.07% 233
2022
Q2 		$874K Buy
4,437
+340
+8% +$73.7K 0.07% 240
2022
Q1 		$1.02M Buy
4,097
+376
+10% +$92.6K 0.07% 231
2021
Q4 		$1.05M Buy
3,721
+1,744
+88% +$500K 0.07% 236
2021
Q3 		$554K Buy
1,977
+837
+73% +$240K 0.04% 282
2021
Q2 		$313K Hold
1,140
– – 0.03% 333
2021
Q1 		$313K Buy
1,140
+60
+6% +$16.9K 0.03% 333
2020
Q4 		$289K Sell
1,080
-6,274
-85% -$1.52M 0.03% 335
2020
Q3 		$1.58M Buy
7,354
+196
+3% +$41.4K 0.14% 142
2020
Q2 		$1.43M Buy
+7,158
New +$1.29M 0.14% 142

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

Leavell Investment Management's VBK Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 18% in Q2 2026, buying an estimated $411K and bringing the position to 8,033 shares worth $2.94M. The position accounts for 0.11% of the portfolio, ranked #180.

Leavell Investment Management first reported a position in VBK in Q2 2020 and has held it in 25 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Leavell Investment Management held 8,033 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.94M as of Q2 2026.
  • Leavell Investment Management bought 1,206 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $411K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Leavell Investment Management's portfolio in Q2 2026, its #180 holding.
  • Leavell Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.