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Minot DeBlois Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Minot DeBlois 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 		$63.6K Hold
174
– – 0.05% 105
2026
Q1 		$52.6K Buy
174
+169
+3,380% +$53.1K 0.05% 106
2025
Q4 		$1.51K Sell
5
-169
-97% -$51K ﹤0.01% 204
2025
Q3 		$51.8K Hold
174
– – 0.05% 107
2025
Q2 		$48.2K Hold
174
– – 0.05% 109
2025
Q1 		$43.8K Hold
174
– – 0.04% 109
2024
Q4 		$48.7K Buy
+174
New +$49.2K 0.04% 119

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

Minot DeBlois Advisors's VBK Position: Q2 2026 in Review

Minot DeBlois Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 174 shares worth $63.6K. The position accounts for 0.05% of the portfolio, ranked #105.

Minot DeBlois Advisors first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Minot DeBlois Advisors held 174 shares of Vanguard Morningstar Small-Cap Growth ETF worth $63.6K as of Q2 2026.
  • Minot DeBlois Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Minot DeBlois Advisors's portfolio in Q2 2026, its #105 holding.
  • Minot DeBlois Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Minot DeBlois Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.