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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
Q2 		$1.98M Sell
5,406
-4,203
-44% -$1.43M 0.04% 415
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 $1.55T 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

Mount Yale Investment Advisors's VBK Position: Q2 2026 in Review

Mount Yale Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 44% in Q2 2026, selling an estimated $1.43M and leaving 5,406 shares worth $1.98M. The position accounts for 0.04% of the portfolio, ranked #415.

Mount Yale Investment Advisors first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.9M in Q1 2026. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Mount Yale Investment Advisors held 5,406 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.98M as of Q2 2026.
  • Mount Yale Investment Advisors sold 4,203 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Mount Yale Investment Advisors's portfolio in Q2 2026, its #415 holding.
  • Mount Yale Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Mount Yale Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.9M in Q1 2026.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Mount Yale Investment Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.