Mutual Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.32M | Buy |
3,604
+19
| +0.5% | +$6.47K | 0.02% | 549 |
|
|
2026
Q1 | $1.08M | Sell |
3,585
-270
| -7% | -$84.9K | 0.02% | 568 |
|
|
2025
Q4 | $1.16M | Buy |
3,855
+8
| +0.2% | +$2.41K | 0.03% | 523 |
|
|
2025
Q3 | $1.17M | Buy |
3,847
+155
| +4% | +$44.7K | 0.03% | 507 |
|
|
2025
Q2 | $1.06M | Buy |
3,692
+147
| +4% | +$37.9K | 0.03% | 487 |
|
|
2025
Q1 | $875K | Buy |
3,545
+1,366
| +63% | +$379K | 0.03% | 497 |
|
|
2024
Q4 | $630K | Hold |
2,179
| – | – | 0.02% | 626 |
|
|
2024
Q3 | $586K | Buy |
2,179
+23
| +1% | +$5.89K | 0.02% | 648 |
|
|
2024
Q2 | $560K | Sell |
2,156
-122
| -5% | -$30.4K | 0.02% | 658 |
|
|
2024
Q1 | $594K | Buy |
2,278
+28
| +1% | +$6.88K | 0.02% | 637 |
|
|
2023
Q4 | $544K | Buy |
2,250
+179
| +9% | +$38.9K | 0.02% | 630 |
|
|
2023
Q3 | $444K | Sell |
2,071
-14
| -0.7% | -$3.18K | 0.02% | 651 |
|
|
2023
Q2 | $479K | Buy |
2,085
+102
| +5% | +$22.2K | 0.02% | 646 |
|
|
2023
Q1 | $429K | Buy |
1,983
+166
| +9% | +$35.9K | 0.02% | 671 |
|
|
2022
Q4 | $364K | Sell |
1,817
-1,870
| -51% | -$383K | 0.02% | 689 |
|
|
2022
Q3 | $719K | Sell |
3,687
-1,629
| -31% | -$350K | 0.04% | 462 |
|
|
2022
Q2 | $1.05M | Sell |
5,316
-100
| -2% | -$21.7K | 0.07% | 325 |
|
|
2022
Q1 | $1.34M | Sell |
5,416
-64
| -1% | -$15.8K | 0.08% | 289 |
|
|
2021
Q4 | $1.54M | Sell |
5,480
-101
| -2% | -$29K | 0.08% | 276 |
|
|
2021
Q3 | $1.56M | Buy |
5,581
+2,386
| +75% | +$683K | 0.09% | 262 |
|
|
2021
Q2 | $926K | Buy |
3,195
+1,515
| +90% | +$424K | 0.05% | 371 |
|
|
2021
Q1 | $461K | Sell |
1,680
-906
| -35% | -$255K | 0.03% | 507 |
|
|
2020
Q4 | $692K | Buy |
2,586
+500
| +24% | +$121K | 0.05% | 397 |
|
|
2020
Q3 | $448K | Buy |
2,086
+5
| +0.2% | +$1.06K | 0.04% | 447 |
|
|
2020
Q2 | $415K | Sell |
2,081
-333
| -14% | -$60.1K | 0.04% | 429 |
|
|
2020
Q1 | $363K | Sell |
2,414
-360
| -13% | -$66.8K | 0.05% | 363 |
|
|
2019
Q4 | $551K | Sell |
2,774
-550
| -17% | -$104K | 0.06% | 326 |
|
|
2019
Q3 | $605K | Buy |
3,324
+521
| +19% | +$97K | 0.08% | 273 |
|
|
2019
Q2 | $522K | Buy |
2,803
+102
| +4% | +$18.6K | 0.07% | 322 |
|
|
2019
Q1 | $485K | Buy |
2,701
+290
| +12% | +$49.8K | 0.07% | 280 |
|
|
2018
Q4 | $363K | Buy |
2,411
+1,038
| +76% | +$171K | 0.07% | 280 |
|
|
2018
Q3 | $257K | Buy |
1,373
+175
| +15% | +$32.2K | 0.04% | 401 |
|
|
2018
Q2 | $211K | Buy |
+1,198
| New | +$205K | 0.05% | 385 |
|
Other funds holding VBK
EWA
MG
Mutual Advisors's VBK Position: Q2 2026 in Review
Mutual Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.53% in Q2 2026, buying an estimated $6.47K and bringing the position to 3,604 shares worth $1.32M. The position accounts for 0.02% of the portfolio, ranked #549.
Mutual Advisors first reported a position in VBK in Q2 2018 and has held it in 33 quarters since. The position peaked at $1.56M in Q3 2021. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Mutual Advisors held 3,604 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.32M as of Q2 2026.
- Mutual Advisors bought 19 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $6.47K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Mutual Advisors's portfolio in Q2 2026, its #549 holding.
- Mutual Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
- Mutual Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.56M in Q3 2021.
- 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Mutual Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.