Means Investment Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Means Investment Company’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	$204K	Buy	+559	New	+$190K	0.02%	194
2025 Q1	–	Sell	-996	Closed	-$279K	–	208
2024 Q4	$279K	Buy	996 +125	+14%	+$35.3K	0.03%	171
2024 Q3	$233K	Hold	871	–	–	0.03%	188
2024 Q2	$218K	Hold	871	–	–	0.03%	186
2024 Q1	$227K	Sell	871 -14	-2%	-$3.44K	0.03%	185
2023 Q4	$214K	Buy	+885	New	+$192K	0.03%	184
2023 Q3	–	Sell	-871	Closed	-$200K	–	199
2023 Q2	$200K	Buy	+871	New	+$189K	0.03%	195
2022 Q2	–	Sell	-861	Closed	-$214K	–	200
2022 Q1	$214K	Hold	861	–	–	0.04%	187
2021 Q4	$243K	Hold	861	–	–	0.04%	178
2021 Q3	$241K	Hold	861	–	–	0.05%	163
2021 Q2	$250K	Hold	861	–	–	0.05%	164
2021 Q1	$236K	Hold	861	–	–	0.05%	159
2020 Q4	$258K	Hold	861	–	–	0.06%	152
2020 Q3	$203K	Buy	+861	New	+$182K	0.06%	144

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

Means Investment Company's VBK Position: Q2 2026 in Review

Means Investment Company opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 559 shares worth $204K. The stake represents 0.02% of the portfolio and ranks #194 among its holdings. This is a return to the name: Means Investment Company previously reported a position in VBK as recently as Q4 2024.

Means Investment Company first reported a position in VBK in Q3 2020 and has held it in 14 quarters since. The position peaked at $279K in Q4 2024. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Means Investment Company held 559 shares of Vanguard Morningstar Small-Cap Growth ETF worth $204K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Means Investment Company position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Means Investment Company's portfolio in Q2 2026, its #194 holding.
Means Investment Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 14 quarters since.
Means Investment Company's Vanguard Morningstar Small-Cap Growth ETF position peaked at $279K in Q4 2024.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Means Investment Company's 13F filing for Q2 2026, filed 14 Aug 2026.