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McGuire Investment Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

McGuire Investment 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
2026
Q2 		$675K Buy
1,846
+42
+2% +$14.3K 0.06% 96
2026
Q1 		$545K Buy
1,804
+12
+0.7% +$3.77K 0.06% 91
2025
Q4 		$541K Sell
1,792
-22
-1% -$6.64K 0.06% 92
2025
Q3 		$540K Sell
1,814
-24
-1% -$6.93K 0.06% 89
2025
Q2 		$509K Buy
1,838
+105
+6% +$27K 0.07% 84
2025
Q1 		$436K Buy
1,733
+95
+6% +$26.3K 0.06% 84
2024
Q4 		$459K Buy
1,638
+97
+6% +$27.4K 0.07% 82
2024
Q3 		$412K Buy
1,541
+45
+3% +$11.5K 0.06% 92
2024
Q2 		$374K Buy
1,496
+12
+0.8% +$2.99K 0.05% 89
2024
Q1 		$387K Buy
1,484
+188
+15% +$46.2K 0.06% 93
2023
Q4 		$313K Buy
1,296
+351
+37% +$76.2K 0.05% 95
2023
Q3 		$202K Buy
945
+52
+6% +$11.8K 0.04% 113
2023
Q2 		$205K Buy
+893
New +$194K 0.04% 116

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

McGuire Investment Group's VBK Position: Q2 2026 in Review

McGuire Investment Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, buying an estimated $14.3K and bringing the position to 1,846 shares worth $675K. The position accounts for 0.06% of the portfolio, ranked #96.

McGuire Investment Group first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • McGuire Investment Group held 1,846 shares of Vanguard Morningstar Small-Cap Growth ETF worth $675K as of Q2 2026.
  • McGuire Investment Group bought 42 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $14.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of McGuire Investment Group's portfolio in Q2 2026, its #96 holding.
  • McGuire Investment Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on McGuire Investment Group's 13F filing for Q2 2026, filed 27 Jul 2026.