Mustard Seed Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mustard Seed Financial’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	$2.51M	Buy	8,307 +296	+4%	+$93K	1.5%	18
2025 Q4	$2.42M	Buy	8,011 +605	+8%	+$183K	1.52%	16
2025 Q3	$2.2M	Buy	7,406 +291	+4%	+$84K	1.42%	17
2025 Q2	$1.97M	Buy	7,115 +827	+13%	+$213K	1.42%	18
2025 Q1	$1.58M	Buy	6,288 +334	+6%	+$92.6K	1.27%	20
2024 Q4	$1.67M	Buy	5,954 +180	+3%	+$50.9K	1.35%	20
2024 Q3	$1.54M	Buy	5,774 +361	+7%	+$92.5K	1.28%	21
2024 Q2	$1.35M	Buy	5,413 +297	+6%	+$74.1K	1.3%	20
2024 Q1	$1.33M	Buy	5,116 +471	+10%	+$116K	1.33%	21
2023 Q4	$1.12M	Buy	+4,645	New	+$1.01M	1.27%	22

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Mustard Seed Financial's VBK Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.7% in Q1 2026, buying an estimated $93K and bringing the position to 8,307 shares worth $2.51M. The position accounts for 1.5% of the portfolio, ranked #18.

Mustard Seed Financial first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Mustard Seed Financial held 8,307 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.51M as of Q1 2026.
Mustard Seed Financial bought 296 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $93K.
Vanguard Morningstar Small-Cap Growth ETF made up 1.5% of Mustard Seed Financial's portfolio in Q1 2026, its #18 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.