Macroview Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Macroview Investment Management’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	$322K	Sell	882 -23	-3%	-$7.83K	0.2%	84
2026 Q1	$274K	Sell	905 -4	-0.4%	-$1.26K	0.19%	83
2025 Q4	$275K	Sell	909 -2,569	-74%	-$775K	0.19%	84
2025 Q3	$1.04M	Sell	3,478 -568	-14%	-$164K	0.77%	37
2025 Q2	$1.12M	Buy	4,046 +59	+1%	+$15.2K	0.91%	35
2025 Q1	$1M	Buy	3,987 +874	+28%	+$242K	0.94%	35
2024 Q4	$872K	Buy	3,113 +80	+3%	+$22.6K	0.88%	31
2024 Q3	$811K	Buy	3,033 +124	+4%	+$31.8K	0.79%	31
2024 Q2	$728K	Buy	2,909 +1,268	+77%	+$316K	0.77%	33
2024 Q1	$428K	Buy	1,641 +753	+85%	+$185K	0.47%	49
2023 Q4	$215K	Buy	888 +824	+1,288%	+$179K	0.25%	67
2023 Q3	$13.7K	Buy	+64	New	+$14.5K	0.02%	197

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Macroview Investment Management's VBK Position: Q2 2026 in Review

Macroview Investment Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.5% in Q2 2026, selling an estimated $7.83K and leaving 882 shares worth $322K. The position accounts for 0.2% of the portfolio, ranked #84.

Macroview Investment Management first reported a position in VBK in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.12M in Q2 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Macroview Investment Management held 882 shares of Vanguard Morningstar Small-Cap Growth ETF worth $322K as of Q2 2026.
Macroview Investment Management sold 23 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.83K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of Macroview Investment Management's portfolio in Q2 2026, its #84 holding.
Macroview Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Macroview Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.12M in Q2 2025.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Macroview Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.