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MTM Investment Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MTM Investment Management’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 		$2.56K Hold
7
– – ﹤0.01% 628
2026
Q1 		$2.12K Hold
7
– – ﹤0.01% 634
2025
Q4 		$2.12K Hold
7
– – ﹤0.01% 636
2025
Q3 		$2.08K Hold
7
– – ﹤0.01% 650
2025
Q2 		$1.94K Hold
7
– – ﹤0.01% 660
2025
Q1 		$1.77K Buy
+7
New +$1.94K ﹤0.01% 275

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

MTM Investment Management's VBK Position: Q2 2026 in Review

MTM Investment Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 7 shares worth $2.56K. The position accounts for ﹤0.01% of the portfolio, ranked #628.

MTM Investment Management first reported a position in VBK in Q1 2025 and has held it in 6 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • MTM Investment Management held 7 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.56K as of Q2 2026.
  • MTM Investment Management 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 MTM Investment Management's portfolio in Q2 2026, its #628 holding.
  • MTM Investment Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MTM Investment Management's 13F filing for Q2 2026, filed 3 Aug 2026.