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Mitchell Sinkler & Starr’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mitchell Sinkler & Starr’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
2025
Q1 		– Sell
-11
Closed -$3.08K – 175
2024
Q4 		$3.08K Hold
11
– – ﹤0.01% 190
2024
Q3 		$2.94K Hold
11
– – ﹤0.01% 189
2024
Q2 		$2.84K Hold
11
– – ﹤0.01% 184
2024
Q1 		$2.87K Sell
11
-239
-96% -$58.7K ﹤0.01% 184
2023
Q4 		$60.4K Buy
+250
New +$54.3K 0.01% 190

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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Mitchell Sinkler & Starr's VBK Position: Q1 2025 in Review

Mitchell Sinkler & Starr sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2025, closing a stake of 11 shares — an estimated $3.08K sold.

Mitchell Sinkler & Starr first reported a position in VBK in Q4 2023 and held it in 5 quarters. The position peaked at $60.4K in Q4 2023. 1,080 funds tracked by Wall St. Rank hold VBK as of Q1 2025.

  • Mitchell Sinkler & Starr reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2025 after selling out during the quarter.
  • Mitchell Sinkler & Starr sold 11 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2025, an estimated $3.08K.
  • Mitchell Sinkler & Starr first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
  • Mitchell Sinkler & Starr's Vanguard Morningstar Small-Cap Growth ETF position peaked at $60.4K in Q4 2023.
  • 1,080 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2025.

Based on Mitchell Sinkler & Starr's 13F filing for Q1 2025, filed 7 May 2025.