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Moody Lynn & Lieberson’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Moody Lynn & Lieberson’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 		$261K Hold
715
– – 0.01% 231
2026
Q1 		$216K Hold
715
– – 0.01% 238
2025
Q4 		$216K Hold
715
– – 0.01% 251
2025
Q3 		$213K Buy
+715
New +$206K 0.01% 250
2025
Q1 		– Sell
-715
Closed -$200K – 260
2024
Q4 		$200K Buy
+715
New +$202K 0.01% 242

Other funds holding VBK

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Moody Lynn & Lieberson's VBK Position: Q2 2026 in Review

Moody Lynn & Lieberson held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 715 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #231.

Moody Lynn & Lieberson first reported a position in VBK in Q4 2024 and has held it in 5 quarters since. 572 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Moody Lynn & Lieberson held 715 shares of Vanguard Morningstar Small-Cap Growth ETF worth $261K as of Q2 2026.
  • Moody Lynn & Lieberson left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Moody Lynn & Lieberson's portfolio in Q2 2026, its #231 holding.
  • Moody Lynn & Lieberson first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 5 quarters since.
  • 572 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2026, filed 20 Jul 2026.