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

Marshall 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
2025
Q2 		– Sell
-328
Closed -$82.6K – 213
2025
Q1 		$82.6K Sell
328
-6
-2% -$1.66K 0.05% 93
2024
Q4 		$89.3K Buy
+334
New +$94.4K 0.05% 87

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
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
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Marshall Investment Management's VBK Position: Q2 2025 in Review

Marshall Investment Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2025, closing a stake of 328 shares — an estimated $82.6K sold.

Marshall Investment Management first reported a position in VBK in Q4 2024 and held it in 2 quarters. The position peaked at $89.3K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Marshall Investment Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2025 after selling out during the quarter.
  • Marshall Investment Management sold 328 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $82.6K.
  • Marshall Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and held it in 2 quarters.
  • Marshall Investment Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $89.3K in Q4 2024.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Marshall Investment Management's 13F filing for Q2 2025, filed 14 Aug 2025.