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Mount Yale Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mount Yale Investment 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
Q1 		$2.9M Buy
9,609
+8,760
+1,032% +$2.75M 0.07% 293
2025
Q4 		$256K Buy
+849
New +$256K 0.01% 631
2025
Q3 		– Sell
-55
Closed -$15.2K – 1557
2025
Q2 		$15.2K Buy
+55
New +$14.2K ﹤0.01% 1082

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mount Yale Investment Advisors's VBK Position: Q1 2026 in Review

Mount Yale Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1,032% in Q1 2026, buying an estimated $2.75M and bringing the position to 9,609 shares worth $2.9M. The position accounts for 0.07% of the portfolio, ranked #293.

Mount Yale Investment Advisors first reported a position in VBK in Q2 2025 and has held it in 3 quarters since. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Mount Yale Investment Advisors held 9,609 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.9M as of Q1 2026.
  • Mount Yale Investment Advisors bought 8,760 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $2.75M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Mount Yale Investment Advisors's portfolio in Q1 2026, its #293 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.