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 Q1	$1.22M	Buy	+4,046	New	+$1.27M	﹤0.01%	492

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Loomis, Sayles & Company's VBK Position: Q1 2026 in Review

Loomis, Sayles & Company opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 4,046 shares worth $1.22M. The stake represents ﹤0.01% of the portfolio and ranks #492 among its holdings.

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

Loomis, Sayles & Company held 4,046 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.22M as of Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Loomis, Sayles & Company position in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Loomis, Sayles & Company's portfolio in Q1 2026, its #492 holding.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Loomis, Sayles & Company's 13F filing for Q1 2026, filed 14 May 2026.