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Main Street Financial Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Main Street Financial Solutions’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 		$754K Buy
2,063
+23
+1% +$7.83K 0.05% 294
2026
Q1 		$617K Sell
2,040
-79
-4% -$24.8K 0.04% 303
2025
Q4 		$640K Sell
2,119
-1,399
-40% -$422K 0.05% 291
2025
Q3 		$1.05M Sell
3,518
-55
-2% -$15.9K 0.07% 248
2025
Q2 		$990K Buy
3,573
+982
+38% +$253K 0.07% 223
2025
Q1 		$652K Sell
2,591
-236
-8% -$65.4K 0.06% 268
2024
Q4 		$792K Buy
2,827
+243
+9% +$68.7K 0.08% 199
2024
Q3 		$691K Buy
2,584
+109
+4% +$27.9K 0.06% 257
2024
Q2 		$619K Buy
2,475
+740
+43% +$185K 0.06% 281
2024
Q1 		$452K Buy
1,735
+182
+12% +$44.7K 0.05% 323
2023
Q4 		$375K Buy
1,553
+51
+3% +$11.1K 0.05% 313
2023
Q3 		$322K Sell
1,502
-65
-4% -$14.8K 0.05% 331
2023
Q2 		$360K Sell
1,567
-31
-2% -$6.74K 0.05% 318
2023
Q1 		$346K Buy
1,598
+42
+3% +$9.08K 0.05% 316
2022
Q4 		$312K Sell
1,556
-3
-0.2% -$614 0.05% 320
2022
Q3 		$304K Buy
1,559
+361
+30% +$77.5K 0.05% 322
2022
Q2 		$236K Sell
1,198
-200
-14% -$43.4K 0.03% 396
2022
Q1 		$347K Buy
1,398
+10
+0.7% +$2.46K 0.05% 329
2021
Q4 		$391K Buy
1,388
+123
+10% +$35.3K 0.06% 322
2021
Q3 		$355K Buy
1,265
+22
+2% +$6.3K 0.05% 325
2021
Q2 		$360K Sell
1,243
-50
-4% -$14K 0.06% 315
2021
Q1 		$355K Sell
1,293
-165
-11% -$46.5K 0.06% 286
2020
Q4 		$390K Buy
+1,458
New +$353K 0.08% 240

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

Main Street Financial Solutions's VBK Position: Q2 2026 in Review

Main Street Financial Solutions increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.1% in Q2 2026, buying an estimated $7.83K and bringing the position to 2,063 shares worth $754K. The position accounts for 0.05% of the portfolio, ranked #294.

Main Street Financial Solutions first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.05M in Q3 2025. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Main Street Financial Solutions held 2,063 shares of Vanguard Morningstar Small-Cap Growth ETF worth $754K as of Q2 2026.
  • Main Street Financial Solutions bought 23 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $7.83K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Main Street Financial Solutions's portfolio in Q2 2026, its #294 holding.
  • Main Street Financial Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Main Street Financial Solutions's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.05M in Q3 2025.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.