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MYCIO Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MYCIO Wealth Partners’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 		$403K Buy
1,102
+1
+0.1% +$341 0.08% 38
2026
Q1 		$333K Buy
1,101
+1
+0.1% +$314 0.07% 38
2025
Q4 		$332K Buy
1,100
+3
+0.3% +$905 0.07% 38
2025
Q3 		$326K Buy
1,097
+2
+0.2% +$577 0.08% 37
2025
Q2 		$303K Hold
1,095
– – 0.07% 38
2025
Q1 		$276K Buy
1,095
+1
+0.1% +$277 0.07% 39
2024
Q4 		$306K Buy
1,094
+2
+0.2% +$565 0.07% 41
2024
Q3 		$292K Buy
1,092
+3
+0.3% +$769 0.07% 41
2024
Q2 		$272K Hold
1,089
– – 0.07% 40
2024
Q1 		$284K Buy
1,089
+2
+0.2% +$491 0.07% 41
2023
Q4 		$263K Buy
1,087
+2
+0.2% +$434 0.07% 41
2023
Q3 		$232K Buy
1,085
+2
+0.2% +$455 0.07% 41
2023
Q2 		$249K Buy
1,083
+2
+0.2% +$435 0.08% 36
2023
Q1 		$234K Buy
1,081
+1
+0.1% +$216 0.08% 36
2022
Q4 		$216K Buy
+1,080
New +$221K 0.07% 41
2022
Q2 		– Sell
-1,211
Closed -$300K – 49
2022
Q1 		$300K Buy
+1,211
New +$298K 0.1% 36
2020
Q1 		– Sell
-82
Closed -$16K – 366
2019
Q4 		$16K Buy
82
+15
+22% +$2.85K ﹤0.01% 439
2019
Q3 		$12K Buy
+67
New +$12.5K ﹤0.01% 428
2016
Q4 		– Sell
-2,259
Closed -$298K – 638
2016
Q3 		$298K Hold
2,259
– – 0.05% 135
2016
Q2 		$280K Hold
2,259
– – 0.05% 138
2016
Q1 		$269K Hold
2,259
– – 0.05% 136
2015
Q4 		$274K Hold
2,259
– – 0.05% 124
2015
Q3 		$266K Sell
2,259
-373
-14% -$48.2K 0.05% 116
2015
Q2 		$353K Hold
2,632
– – 0.07% 103
2015
Q1 		$347K Buy
2,632
+373
+17% +$48.3K 0.07% 103
2014
Q4 		$284K Sell
2,259
-1,191
-35% -$146K 0.06% 111
2014
Q3 		$415K Hold
3,450
– – 0.1% 84
2014
Q2 		$439K Hold
3,450
– – 0.1% 83
2014
Q1 		$429K Buy
3,450
+800
+30% +$99.1K 0.1% 84
2013
Q4 		$324K Buy
+2,650
New +$313K 0.08% 104

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

MYCIO Wealth Partners's VBK Position: Q2 2026 in Review

MYCIO Wealth Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.09% in Q2 2026, buying an estimated $341 and bringing the position to 1,102 shares worth $403K. The position accounts for 0.08% of the portfolio, ranked #38.

MYCIO Wealth Partners first reported a position in VBK in Q4 2013 and has held it in 30 quarters since. The position peaked at $439K in Q2 2014. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • MYCIO Wealth Partners held 1,102 shares of Vanguard Morningstar Small-Cap Growth ETF worth $403K as of Q2 2026.
  • MYCIO Wealth Partners bought 1 Vanguard Morningstar Small-Cap Growth ETF share in Q2 2026, an estimated $341.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of MYCIO Wealth Partners's portfolio in Q2 2026, its #38 holding.
  • MYCIO Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2013 and has held it in 30 quarters since.
  • MYCIO Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $439K in Q2 2014.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on MYCIO Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.