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Leo H. Evart Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Leo H. Evart Inc’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 		$111K Buy
+368
New +$116K 0.1% 66

Other funds holding VBK

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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

Leo H. Evart Inc's VBK Position: Q1 2026 in Review

Leo H. Evart Inc opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 368 shares worth $111K. The stake represents 0.1% of the portfolio and ranks #66 among its holdings.

1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Leo H. Evart Inc held 368 shares of Vanguard Morningstar Small-Cap Growth ETF worth $111K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Leo H. Evart Inc position in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Leo H. Evart Inc's portfolio in Q1 2026, its #66 holding.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Leo H. Evart Inc's 13F filing for Q1 2026, filed 13 May 2026.