Madison Park Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Madison Park Capital Advisors’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	$262K	Buy	14,000 +13,220	+1,695%	+$4.5M	0.19%	55
2026 Q1	$236K	Buy	780 +1	+0.1%	+$314	0.19%	55
2025 Q4	$235K	Buy	779 +2	+0.3%	+$603	0.19%	59
2025 Q3	$231K	Buy	777 +1	+0.1%	+$289	0.19%	54
2025 Q2	$215K	Buy	+776	New	+$200K	0.18%	58
2025 Q1	–	Sell	-775	Closed	-$217K	–	63
2024 Q4	$217K	Buy	+775	New	+$219K	0.17%	56

Other funds holding VBK

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Madison Park Capital Advisors's VBK Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1,695% in Q2 2026, buying an estimated $4.5M and bringing the position to 14,000 shares worth $262K. The position accounts for 0.19% of the portfolio, ranked #55.

Madison Park Capital Advisors first reported a position in VBK in Q4 2024 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Madison Park Capital Advisors held 14,000 shares of Vanguard Morningstar Small-Cap Growth ETF worth $262K as of Q2 2026.
Madison Park Capital Advisors bought 13,220 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.5M.
Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Madison Park Capital Advisors's portfolio in Q2 2026, its #55 holding.
Madison Park Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.