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May Barnhard Investments’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

May Barnhard Investments’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 		$6.44M Buy
17,623
+18
+0.1% +$6.13K 2.61% 13
2026
Q1 		$5.32M Sell
17,605
-248
-1% -$77.9K 2.58% 13
2025
Q4 		$5.39M Buy
17,853
+247
+1% +$74.5K 2.55% 13
2025
Q3 		$5.24M Sell
17,606
-760
-4% -$219K 2.43% 15
2025
Q2 		$5.09M Sell
18,366
-248
-1% -$63.9K 2.38% 16
2025
Q1 		$4.69M Sell
18,614
-60
-0.3% -$16.6K 2.34% 17
2024
Q4 		$5.23M Buy
18,674
+214
+1% +$60.5K 2.49% 17
2024
Q3 		$4.94M Buy
18,460
+1,221
+7% +$313K 2.41% 17
2024
Q2 		$4.31M Buy
17,239
+602
+4% +$150K 2.23% 18
2024
Q1 		$4.34M Buy
16,637
+149
+0.9% +$36.6K 2.17% 16
2023
Q4 		$3.99M Buy
+16,488
New +$3.58M 2.05% 17

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
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
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
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

May Barnhard Investments's VBK Position: Q2 2026 in Review

May Barnhard Investments increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.1% in Q2 2026, buying an estimated $6.13K and bringing the position to 17,623 shares worth $6.44M. The position accounts for 2.61% of the portfolio, ranked #13.

May Barnhard Investments first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • May Barnhard Investments held 17,623 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.44M as of Q2 2026.
  • May Barnhard Investments bought 18 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $6.13K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.61% of May Barnhard Investments's portfolio in Q2 2026, its #13 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.