MWG
VBK icon

Martin Worley Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Martin Worley Group’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 		$1.54M Buy
5,567
+2,591
+87% +$667K 0.75% 36
2025
Q1 		$749K Buy
2,976
+564
+23% +$156K 0.43% 50
2024
Q4 		$676K Buy
+2,412
New +$682K 0.42% 52

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

Martin Worley Group's VBK Position: Q2 2025 in Review

Martin Worley Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 87% in Q2 2025, buying an estimated $667K and bringing the position to 5,567 shares worth $1.54M. The position accounts for 0.75% of the portfolio, ranked #36.

Martin Worley Group first reported a position in VBK in Q4 2024 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold VBK as of Q2 2025.

  • Martin Worley Group held 5,567 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.54M as of Q2 2025.
  • Martin Worley Group bought 2,591 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2025, an estimated $667K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.75% of Martin Worley Group's portfolio in Q2 2025, its #36 holding.
  • Martin Worley Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 3 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2025.

Based on Martin Worley Group's 13F filing for Q2 2025, filed 12 Aug 2025.