MV Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MV Capital 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	$49.7K	Hold	136	–	–	﹤0.01%	321
2026 Q1	$41.1K	Hold	136	–	–	﹤0.01%	350
2025 Q4	$41.1K	Hold	136	–	–	﹤0.01%	341
2025 Q3	$40.5K	Hold	136	–	–	﹤0.01%	340
2025 Q2	$37.7K	Hold	136	–	–	﹤0.01%	345
2025 Q1	$34.2K	Hold	136	–	–	﹤0.01%	356
2024 Q4	$38.1K	Hold	136	–	–	﹤0.01%	326
2024 Q3	$36.4K	Hold	136	–	–	﹤0.01%	344
2024 Q2	$34K	Hold	136	–	–	﹤0.01%	336
2024 Q1	$35.5K	Hold	136	–	–	﹤0.01%	339
2023 Q4	$32.9K	Hold	136	–	–	﹤0.01%	351
2023 Q3	$29.1K	Hold	136	–	–	﹤0.01%	346
2023 Q2	$31.2K	Hold	136	–	–	﹤0.01%	346
2023 Q1	$29.4K	Hold	136	–	–	﹤0.01%	342
2022 Q4	$27.3K	Hold	136	–	–	﹤0.01%	299
2022 Q3	$27K	Hold	136	–	–	﹤0.01%	294
2022 Q2	$27K	Buy	+136	New	+$29.5K	﹤0.01%	285

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

MV Capital Management's VBK Position: Q2 2026 in Review

MV Capital Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 136 shares worth $49.7K. The position accounts for ﹤0.01% of the portfolio, ranked #321.

MV Capital Management first reported a position in VBK in Q2 2022 and has held it in 17 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

MV Capital Management held 136 shares of Vanguard Morningstar Small-Cap Growth ETF worth $49.7K as of Q2 2026.
MV Capital 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 MV Capital Management's portfolio in Q2 2026, its #321 holding.
MV Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.