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Millstone Evans Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Millstone Evans 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
2026
Q2 		$141K Hold
385
– – 0.08% 195
2026
Q1 		$116K Hold
385
– – 0.07% 214
2025
Q4 		$116K Buy
385
+100
+35% +$30.2K 0.07% 212
2025
Q3 		$84.8K Hold
285
– – 0.05% 233
2025
Q2 		$78.9K Hold
285
– – 0.05% 236
2025
Q1 		$71.8K Hold
285
– – 0.05% 242
2024
Q4 		$79.8K Buy
+285
New +$80.6K 0.05% 218

Other funds holding VBK

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

Millstone Evans Group's VBK Position: Q2 2026 in Review

Millstone Evans Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 385 shares worth $141K. The position accounts for 0.08% of the portfolio, ranked #195.

Millstone Evans Group first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,120 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Millstone Evans Group held 385 shares of Vanguard Morningstar Small-Cap Growth ETF worth $141K as of Q2 2026.
  • Millstone Evans Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Millstone Evans Group's portfolio in Q2 2026, its #195 holding.
  • Millstone Evans Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Millstone Evans Group's 13F filing for Q2 2026, filed 11 Aug 2026.