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

MSH Capital 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 		$3.75M Sell
10,246
-277
-3% -$94.4K 0.65% 42
2026
Q1 		$3.18M Buy
10,523
+150
+1% +$47.1K 0.67% 38
2025
Q4 		$3.13M Sell
10,373
-6
-0.1% -$1.81K 0.67% 36
2025
Q3 		$3.09M Hold
10,379
– – 0.83% 29
2025
Q2 		$2.87M Sell
10,379
-195
-2% -$50.2K 0.83% 33
2025
Q1 		$2.66M Buy
10,574
+311
+3% +$86.2K 0.82% 35
2024
Q4 		$2.87M Buy
10,263
+235
+2% +$66.4K 0.91% 29
2024
Q3 		$2.68M Buy
10,028
+235
+2% +$60.2K 0.82% 34
2024
Q2 		$2.45M Hold
9,793
– – 0.82% 33
2024
Q1 		$2.55M Sell
9,793
-180
-2% -$44.2K 0.9% 30
2023
Q4 		$2.41M Buy
9,973
+1
+0% +$217 0.9% 33
2023
Q3 		$2.14M Sell
9,972
-1,070
-10% -$243K 0.84% 35
2023
Q2 		$2.54M Buy
11,042
+271
+3% +$59K 0.93% 29
2023
Q1 		$2.33M Sell
10,771
-50
-0.5% -$10.8K 1% 24
2022
Q4 		$2.17M Sell
10,821
-73
-0.7% -$14.9K 0.98% 28
2022
Q3 		$2.13M Buy
10,894
+161
+2% +$34.6K 1.05% 22
2022
Q2 		$2.11M Buy
10,733
+1,130
+12% +$245K 0.98% 25
2022
Q1 		$2.38M Buy
9,603
+374
+4% +$92.1K 0.98% 26
2021
Q4 		$2.6M Buy
+9,229
New +$2.65M 1.16% 20

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

MSH Capital Advisors's VBK Position: Q2 2026 in Review

MSH Capital Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.6% in Q2 2026, selling an estimated $94.4K and leaving 10,246 shares worth $3.75M. The position accounts for 0.65% of the portfolio, ranked #42.

MSH Capital Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • MSH Capital Advisors held 10,246 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.75M as of Q2 2026.
  • MSH Capital Advisors sold 277 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $94.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.65% of MSH Capital Advisors's portfolio in Q2 2026, its #42 holding.
  • MSH Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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