Matthew Hamilton Rosenberg’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Matthew Hamilton Rosenberg’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	$1.46K	Hold	4	–	–	﹤0.01%	747
2026 Q1	$1.21K	Buy	+4	New	+$1.26K	﹤0.01%	752
2023 Q2	–	Sell	-5	Closed	-$1.08K	–	996
2023 Q1	$1.08K	Hold	5	–	–	﹤0.01%	824
2022 Q4	$1K	Buy	+5	New	+$1.02K	﹤0.01%	816
2022 Q3	–	Sell	-5	Closed	-$1K	–	872
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	784
2022 Q1	$1K	Sell	5 -18	-78%	-$4.43K	﹤0.01%	741
2021 Q4	$6K	Buy	+23	New	+$6.6K	﹤0.01%	640

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

Matthew Hamilton Rosenberg's VBK Position: Q2 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 4 shares worth $1.46K. The position accounts for ﹤0.01% of the portfolio, ranked #747.

Matthew Hamilton Rosenberg first reported a position in VBK in Q4 2021 and has held it in 7 quarters since. The position peaked at $6K in Q4 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Matthew Hamilton Rosenberg held 4 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.46K as of Q2 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q2 2026, its #747 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 7 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6K in Q4 2021.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q2 2026, filed 17 Jul 2026.