Mercer Global Advisors
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Mercer Global Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mercer Global 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 		$13.9M Buy
38,090
+152
+0.4% +$51.8K 0.02% 463
2026
Q1 		$11.5M Buy
37,938
+209
+0.6% +$65.7K 0.02% 466
2025
Q4 		$11.4M Sell
37,729
-1,182
-3% -$357K 0.02% 461
2025
Q3 		$11.6M Sell
38,911
-1,187
-3% -$343K 0.02% 430
2025
Q2 		$11.1M Sell
40,098
-2,970
-7% -$765K 0.02% 366
2025
Q1 		$10.8M Buy
43,068
+522
+1% +$145K 0.02% 348
2024
Q4 		$11.9M Buy
42,546
+1,859
+5% +$525K 0.03% 324
2024
Q3 		$10.8M Buy
40,687
+2,163
+6% +$554K 0.03% 313
2024
Q2 		$9.64M Sell
38,524
-902
-2% -$225K 0.03% 311
2024
Q1 		$10.3M Sell
39,426
-4,862
-11% -$1.19M 0.03% 312
2023
Q4 		$10.7M Buy
44,288
+93
+0.2% +$20.2K 0.03% 298
2023
Q3 		$9.47M Buy
44,195
+6,770
+18% +$1.54M 0.04% 283
2023
Q2 		$8.6M Sell
37,425
-514
-1% -$112K 0.03% 326
2023
Q1 		$8.21M Sell
37,939
-2,610
-6% -$564K 0.04% 310
2022
Q4 		$8.13M Sell
40,549
-7,592
-16% -$1.55M 0.04% 313
2022
Q3 		$9.39M Sell
48,141
-8,525
-15% -$1.83M 0.06% 233
2022
Q2 		$11.2M Sell
56,666
-8,829
-13% -$1.91M 0.07% 205
2022
Q1 		$16.3M Buy
65,495
+1,022
+2% +$252K 0.1% 158
2021
Q4 		$18.2M Sell
64,473
-4,623
-7% -$1.33M 0.11% 145
2021
Q3 		$19.4M Sell
69,096
-17,521
-20% -$5.02M 0.14% 124
2021
Q2 		$25.1M Sell
86,617
-2,819
-3% -$789K 0.19% 83
2021
Q1 		$24.6M Buy
89,436
+40,556
+83% +$11.4M 0.22% 76
2020
Q4 		$13.1M Sell
48,880
-3,493
-7% -$845K 0.16% 92
2020
Q3 		$11.3M Sell
52,373
-2,111
-4% -$446K 0.17% 94
2020
Q2 		$10.9M Buy
54,484
+921
+2% +$166K 0.2% 73
2020
Q1 		$8.05M Buy
53,563
+1,527
+3% +$283K 0.18% 105
2019
Q4 		$10.3M Sell
52,036
-1,114
-2% -$211K 0.21% 96
2019
Q3 		$9.68M Buy
53,150
+21,684
+69% +$4.04M 0.23% 88
2019
Q2 		$5.86M Sell
31,466
-722
-2% -$131K 0.16% 119
2019
Q1 		$5.79M Buy
+32,188
New +$5.53M 0.21% 94

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

Mercer Global Advisors's VBK Position: Q2 2026 in Review

Mercer Global Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.4% in Q2 2026, buying an estimated $51.8K and bringing the position to 38,090 shares worth $13.9M. The position accounts for 0.02% of the portfolio, ranked #463.

Mercer Global Advisors first reported a position in VBK in Q1 2019 and has held it in 30 quarters since. The position peaked at $25.1M in Q2 2021. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Mercer Global Advisors held 38,090 shares of Vanguard Morningstar Small-Cap Growth ETF worth $13.9M as of Q2 2026.
  • Mercer Global Advisors bought 152 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $51.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Mercer Global Advisors's portfolio in Q2 2026, its #463 holding.
  • Mercer Global Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Mercer Global Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $25.1M in Q2 2021.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Mercer Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.