Lynx Investment Advisory’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$315K Buy
+862
New +$294K 0.1% 180
2024
Q3
Sell
-265
Closed -$66.3K 745
2024
Q2
$66.3K Buy
+265
New +$66.1K 0.05% 221

Other funds holding VBK

Lynx Investment Advisory's VBK Position: Q2 2026 in Review

Lynx Investment Advisory opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 862 shares worth $315K. The stake represents 0.1% of the portfolio and ranks #180 among its holdings. This is a return to the name: Lynx Investment Advisory previously reported a position in VBK as recently as Q2 2024.

Lynx Investment Advisory first reported a position in VBK in Q2 2024 and has held it in 2 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Lynx Investment Advisory held 862 shares of Vanguard Morningstar Small-Cap Growth ETF worth $315K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Lynx Investment Advisory position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Lynx Investment Advisory's portfolio in Q2 2026, its #180 holding.
  • Lynx Investment Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 2 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Lynx Investment Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.