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Monetary Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Monetary Solutions’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 		$1.09M Buy
2,967
+334
+13% +$114K 0.93% 21
2026
Q1 		$796K Buy
2,633
+607
+30% +$191K 0.77% 23
2025
Q4 		$612K Buy
+2,026
New +$611K 0.6% 28

Other funds holding VBK

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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

Monetary Solutions's VBK Position: Q2 2026 in Review

Monetary Solutions increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q2 2026, buying an estimated $114K and bringing the position to 2,967 shares worth $1.09M. The position accounts for 0.93% of the portfolio, ranked #21.

Monetary Solutions first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,095 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Monetary Solutions held 2,967 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.09M as of Q2 2026.
  • Monetary Solutions bought 334 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.93% of Monetary Solutions's portfolio in Q2 2026, its #21 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,095 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.