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McClarren Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

McClarren Financial Advisors’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 		$865K Sell
2,366
-387
-14% -$132K 0.45% 39
2026
Q1 		$832K Sell
2,753
-786
-22% -$247K 0.49% 38
2025
Q4 		$831K Buy
3,539
+568
+19% +$171K 0.5% 37
2025
Q3 		$866K Sell
2,971
-511
-15% -$148K 0.53% 36
2025
Q2 		$964K Sell
3,482
-14
-0.4% -$3.6K 0.63% 31
2025
Q1 		$887K Buy
+3,496
New +$969K 0.59% 30
2024
Q4 		– Sell
-3,509
Closed -$333 – 304
2024
Q3 		$333 Buy
3,509
+258
+8% +$66.1K 0.04% 61
2024
Q2 		$881K Sell
3,251
-310
-9% -$77.3K 0.62% 26
2024
Q1 		$929K Buy
3,561
+5
+0.1% +$1.23K 0.67% 26
2023
Q4 		$860K Buy
3,556
+718
+25% +$156K 0.66% 26
2023
Q3 		$607K Buy
2,838
+11
+0.4% +$2.5K 0.53% 32
2023
Q2 		$649K Buy
2,827
+216
+8% +$47K 0.54% 32
2023
Q1 		$561K Buy
2,611
+1
+0% +$216 0.51% 36
2022
Q4 		$523K Buy
2,610
+354
+16% +$72.4K 0.5% 35
2022
Q3 		$440K Buy
+2,256
New +$484K 0.44% 39
2022
Q2 		– Sell
-1,929
Closed -$478K – 263
2022
Q1 		$478K Buy
1,929
+37
+2% +$9.11K 0.35% 38
2021
Q4 		$532K Buy
1,892
+432
+30% +$124K 0.36% 37
2021
Q3 		$409K Buy
1,460
+897
+159% +$257K 0.32% 37
2021
Q2 		$163K Buy
563
+10
+2% +$2.8K 0.13% 60
2021
Q1 		$152K Buy
553
+1
+0.2% +$282 0.14% 63
2020
Q4 		$147K Buy
+552
New +$133K 0.14% 60

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

McClarren Financial Advisors's VBK Position: Q2 2026 in Review

McClarren Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 14% in Q2 2026, selling an estimated $132K and leaving 2,366 shares worth $865K. The position accounts for 0.45% of the portfolio, ranked #39.

McClarren Financial Advisors first reported a position in VBK in Q4 2020 and has held it in 21 quarters since. The position peaked at $964K in Q2 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • McClarren Financial Advisors held 2,366 shares of Vanguard Morningstar Small-Cap Growth ETF worth $865K as of Q2 2026.
  • McClarren Financial Advisors sold 387 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $132K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.45% of McClarren Financial Advisors's portfolio in Q2 2026, its #39 holding.
  • McClarren Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 21 quarters since.
  • McClarren Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $964K in Q2 2025.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on McClarren Financial Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.