Loomis, Sayles & Company
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Loomis, Sayles & Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Loomis, Sayles & Company’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 		$2.22M Buy
6,061
+2,015
+50% +$686K ﹤0.01% 480
2026
Q1 		$1.22M Buy
+4,046
New +$1.27M ﹤0.01% 492

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

Loomis, Sayles & Company's VBK Position: Q2 2026 in Review

Loomis, Sayles & Company increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 50% in Q2 2026, buying an estimated $686K and bringing the position to 6,061 shares worth $2.22M. The position accounts for ﹤0.01% of the portfolio, ranked #480.

Loomis, Sayles & Company first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,281 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Loomis, Sayles & Company held 6,061 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.22M as of Q2 2026.
  • Loomis, Sayles & Company bought 2,015 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $686K.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q2 2026, its #480 holding.
  • Loomis, Sayles & Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,281 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Loomis, Sayles & Company's 13F filing for Q2 2026, filed 14 Aug 2026.