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Mesirow Financial Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mesirow Financial Investment Management’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 		$443K Buy
1,211
+281
+30% +$95.7K 0.01% 382
2026
Q1 		$281K Buy
930
+250
+37% +$78.6K ﹤0.01% 442
2025
Q4 		$205K Sell
680
-169
-20% -$51K ﹤0.01% 461
2025
Q3 		$253K Sell
849
-118
-12% -$34.1K ﹤0.01% 486
2025
Q2 		$268K Buy
+967
New +$249K 0.01% 461

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

Mesirow Financial Investment Management's VBK Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 30% in Q2 2026, buying an estimated $95.7K and bringing the position to 1,211 shares worth $443K. The position accounts for 0.01% of the portfolio, ranked #382.

Mesirow Financial Investment Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Mesirow Financial Investment Management held 1,211 shares of Vanguard Morningstar Small-Cap Growth ETF worth $443K as of Q2 2026.
  • Mesirow Financial Investment Management bought 281 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $95.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #382 holding.
  • Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.