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Leeward Financial Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Leeward Financial 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
2026
Q2 		$6.81M Buy
18,618
+49
+0.3% +$16.7K 1.79% 16
2026
Q1 		$5.61M Sell
18,569
-5,096
-22% -$1.6M 1.67% 18
2025
Q4 		$7.15M Sell
23,665
-423
-2% -$128K 2.01% 17
2025
Q3 		$7.17M Buy
24,088
+1,614
+7% +$466K 2.04% 15
2025
Q2 		$6.22M Buy
22,474
+378
+2% +$97.3K 1.97% 17
2025
Q1 		$5.56M Buy
22,096
+637
+3% +$177K 2.08% 14
2024
Q4 		$6.01M Buy
21,459
+644
+3% +$182K 2.14% 14
2024
Q3 		$5.57M Buy
20,815
+496
+2% +$127K 2.1% 15
2024
Q2 		$5.08M Buy
20,319
+1,861
+10% +$464K 2.06% 16
2024
Q1 		$4.81M Buy
18,458
+2,650
+17% +$651K 2.04% 15
2023
Q4 		$3.82M Buy
15,808
+273
+2% +$59.3K 1.85% 16
2023
Q3 		$3.33M Buy
15,535
+2,523
+19% +$573K 1.84% 15
2023
Q2 		$2.99M Buy
13,012
+10,727
+469% +$2.33M 1.72% 15
2023
Q1 		$494K Buy
2,285
+214
+10% +$46.3K 0.3% 54
2022
Q4 		$415K Sell
2,071
-16,489
-89% -$3.37M 0.29% 56
2022
Q3 		$3.62M Sell
18,560
-136
-0.7% -$29.2K 2.6% 12
2022
Q2 		$3.68M Buy
18,696
+306
+2% +$66.3K 2.53% 13
2022
Q1 		$4.56M Buy
18,390
+1,443
+9% +$355K 2.82% 11
2021
Q4 		$4.78M Buy
+16,947
New +$4.86M 2.98% 11

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

Leeward Financial Partners's VBK Position: Q2 2026 in Review

Leeward Financial Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.26% in Q2 2026, buying an estimated $16.7K and bringing the position to 18,618 shares worth $6.81M. The position accounts for 1.79% of the portfolio, ranked #16.

Leeward Financial Partners first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. The position peaked at $7.17M in Q3 2025. 1,269 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Leeward Financial Partners held 18,618 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.81M as of Q2 2026.
  • Leeward Financial Partners bought 49 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $16.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.79% of Leeward Financial Partners's portfolio in Q2 2026, its #16 holding.
  • Leeward Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Leeward Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7.17M in Q3 2025.
  • 1,269 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Leeward Financial Partners's 13F filing for Q2 2026, filed 6 Aug 2026.