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Midway Capital Research & Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Midway Capital Research & 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 		$50.5K Hold
138
– – 0.04% 76
2026
Q1 		$41.7K Buy
+138
New +$43.4K 0.04% 76

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

Midway Capital Research & Management's VBK Position: Q2 2026 in Review

Midway Capital Research & Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 138 shares worth $50.5K. The position accounts for 0.04% of the portfolio, ranked #76.

Midway Capital Research & Management first reported a position in VBK in Q1 2026 and has held it in 2 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Midway Capital Research & Management held 138 shares of Vanguard Morningstar Small-Cap Growth ETF worth $50.5K as of Q2 2026.
  • Midway Capital Research & Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Midway Capital Research & Management's portfolio in Q2 2026, its #76 holding.
  • Midway Capital Research & Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Midway Capital Research & Management's 13F filing for Q2 2026, filed 14 Jul 2026.