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Mendota Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mendota Financial 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
2025
Q1 		– Sell
-58
Closed -$16.2K – 351
2024
Q4 		$16.2K Buy
+58
New +$16.4K 0.01% 218
2023
Q2 		– Sell
-2
Closed -$497 – 381
2023
Q1 		$497 Buy
+2
New +$432 ﹤0.01% 291

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mendota Financial Group's VBK Position: Q1 2025 in Review

Mendota Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 58 shares — an estimated $16.2K sold.

Mendota Financial Group first reported a position in VBK in Q1 2023 and held it in 2 quarters. The position peaked at $16.2K in Q4 2024. 1,081 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Mendota Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 58 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $16.2K.
  • Mendota Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and held it in 2 quarters.
  • Mendota Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $16.2K in Q4 2024.
  • 1,081 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.