McIlrath & Eck’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

McIlrath & Eck’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 Q1	$52.3K	Hold	173	–	–	﹤0.01%	528
2025 Q4	$52.3K	Hold	173	–	–	﹤0.01%	343
2025 Q3	$51.5K	Hold	173	–	–	0.01%	311
2025 Q2	$47.9K	Hold	173	–	–	0.01%	322
2025 Q1	$43.6K	Hold	173	–	–	0.01%	344
2024 Q4	$48.5K	Hold	173	–	–	0.01%	315
2024 Q3	$46.3K	Hold	173	–	–	0.01%	325
2024 Q2	$43.3K	Hold	173	–	–	0.01%	301
2024 Q1	$45.1K	Hold	173	–	–	0.01%	289
2023 Q4	$41.8K	Hold	173	–	–	0.01%	280
2023 Q3	$37.1K	Hold	173	–	–	0.01%	308
2023 Q2	$39.7K	Hold	173	–	–	0.01%	295
2023 Q1	$37.4K	Hold	173	–	–	0.01%	303
2022 Q4	$34.7K	Sell	173 -15	-8%	-$3.07K	0.01%	313
2022 Q3	$37K	Hold	188	–	–	0.01%	298
2022 Q2	$37K	Hold	188	–	–	0.01%	290
2022 Q1	$47K	Buy	188 +15	+9%	+$3.69K	0.01%	250
2021 Q4	$49K	Hold	173	–	–	0.01%	245
2021 Q3	$48K	Hold	173	–	–	0.01%	239
2021 Q2	$50K	Hold	173	–	–	0.02%	236
2021 Q1	$48K	Hold	173	–	–	0.02%	204
2020 Q4	$46K	Sell	173 -168	-49%	-$40.6K	0.02%	184
2020 Q3	$73K	Buy	341 +168	+97%	+$35.5K	0.03%	113
2020 Q2	$35K	Hold	173	–	–	0.02%	173
2020 Q1	$26K	Hold	173	–	–	0.01%	169
2019 Q4	$34K	Sell	173 -92	-35%	-$17.5K	0.02%	175
2019 Q3	$48K	Buy	265 +48	+22%	+$8.94K	0.03%	125
2019 Q2	$39K	Hold	217	–	–	0.02%	146
2019 Q1	$39K	Hold	217	–	–	0.02%	146
2018 Q4	$33K	Buy	217 +69	+47%	+$11.4K	0.02%	143
2018 Q3	$28K	Hold	148	–	–	0.02%	173
2018 Q2	$26K	Hold	148	–	–	0.02%	165
2018 Q1	$24K	Sell	148 -31	-17%	-$5.11K	0.01%	172
2017 Q4	$29K	Buy	+179	New	+$28.1K	0.02%	162

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

Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

McIlrath & Eck's VBK Position: Q1 2026 in Review

McIlrath & Eck held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q1 2026 at 173 shares worth $52.3K. The position accounts for ﹤0.01% of the portfolio, ranked #528.

McIlrath & Eck first reported a position in VBK in Q4 2017 and has held it in 34 quarters since. The position peaked at $73K in Q3 2020. 1,220 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

McIlrath & Eck held 173 shares of Vanguard Morningstar Small-Cap Growth ETF worth $52.3K as of Q1 2026.
McIlrath & Eck left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of McIlrath & Eck's portfolio in Q1 2026, its #528 holding.
McIlrath & Eck first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
McIlrath & Eck's Vanguard Morningstar Small-Cap Growth ETF position peaked at $73K in Q3 2020.
1,220 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on McIlrath & Eck's 13F filing for Q1 2026, filed 19 May 2026.