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

MONECO 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 		$3.31M Buy
9,042
+1,620
+22% +$552K 0.2% 108
2026
Q1 		$2.24M Buy
7,422
+470
+7% +$148K 0.17% 126
2025
Q4 		$2.1M Sell
6,952
-87
-1% -$26.2K 0.17% 136
2025
Q3 		$2.1M Buy
7,039
+125
+2% +$36.1K 0.17% 127
2025
Q2 		$1.91M Sell
6,914
-368
-5% -$94.8K 0.18% 123
2025
Q1 		$1.83M Sell
7,282
-235
-3% -$65.1K 0.19% 119
2024
Q4 		$2.11M Buy
7,517
+239
+3% +$67.6K 0.22% 106
2024
Q3 		$1.95M Buy
7,278
+78
+1% +$20K 0.24% 109
2024
Q2 		$1.8M Buy
7,200
+723
+11% +$180K 0.26% 99
2024
Q1 		$1.69M Buy
6,477
+77
+1% +$18.9K 0.27% 104
2023
Q4 		$1.55M Buy
6,400
+1,369
+27% +$297K 0.29% 93
2023
Q3 		$1.08M Buy
5,031
+19
+0.4% +$4.32K 0.29% 87
2023
Q2 		$1.15M Buy
5,012
+102
+2% +$22.2K 0.31% 80
2023
Q1 		$1.06M Sell
4,910
-92
-2% -$19.9K 0.31% 85
2022
Q4 		$1M Buy
5,002
+13
+0.3% +$2.66K 0.36% 68
2022
Q3 		$974K Sell
4,989
-8
-0.2% -$1.72K 0.39% 64
2022
Q2 		$985K Sell
4,997
-214
-4% -$46.4K 0.38% 69
2022
Q1 		$1.29M Sell
5,211
-104
-2% -$25.6K 0.48% 47
2021
Q4 		$1.28M Buy
5,315
+11
+0.2% +$3.15K 0.48% 47
2021
Q3 		$1.49M Buy
5,304
+251
+5% +$71.9K 0.59% 40
2021
Q2 		$1.46M Sell
5,053
-18
-0.4% -$5.04K 0.67% 36
2021
Q1 		$1.39M Sell
5,071
-157
-3% -$44.3K 0.68% 35
2020
Q4 		$1.47M Buy
5,228
+122
+2% +$29.5K 0.81% 30
2020
Q3 		$1.1M Sell
5,106
-20
-0.4% -$4.22K 0.7% 34
2020
Q2 		$1.02M Buy
5,126
+21
+0.4% +$3.79K 0.8% 29
2020
Q1 		$767K Sell
5,105
-124
-2% -$23K 0.78% 32
2019
Q4 		$1.08M Buy
5,229
+25
+0.5% +$4.74K 0.77% 32
2019
Q3 		$947K Sell
5,204
-145
-3% -$27K 0.74% 33
2019
Q2 		$996K Sell
5,349
-1
-0% -$182 0.8% 33
2019
Q1 		$962K Buy
5,350
+31
+0.6% +$5.32K 0.78% 32
2018
Q4 		$801K Buy
+5,319
New +$877K 0.93% 27

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

MONECO Advisors's VBK Position: Q2 2026 in Review

MONECO Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 22% in Q2 2026, buying an estimated $552K and bringing the position to 9,042 shares worth $3.31M. The position accounts for 0.2% of the portfolio, ranked #108.

MONECO Advisors first reported a position in VBK in Q4 2018 and has held it in 31 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • MONECO Advisors held 9,042 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.31M as of Q2 2026.
  • MONECO Advisors bought 1,620 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $552K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of MONECO Advisors's portfolio in Q2 2026, its #108 holding.
  • MONECO Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.