Nalls Sherbakoff Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Nalls Sherbakoff Group’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	$984K	Sell	2,691 -7	-0.3%	-$2.38K	0.7%	29
2026 Q1	$815K	Sell	2,698 -2	-0.1%	-$629	0.6%	36
2025 Q4	$816K	Sell	2,700 -542	-17%	-$164K	0.59%	38
2025 Q3	$965K	Buy	3,242 +45	+1%	+$13K	0.65%	36
2025 Q2	$885K	Buy	3,197 +475	+17%	+$122K	0.64%	35
2025 Q1	$685K	Buy	+2,722	New	+$754K	0.56%	37
2023 Q4	$700K	Sell	2,897 -113	-4%	-$24.5K	0.62%	31
2023 Q3	$645K	Sell	3,010 -3	-0.1%	-$682	0.63%	30
2023 Q2	$644K	Buy	3,013 +24	+0.8%	+$5.22K	0.63%	30
2023 Q1	$634K	Buy	+2,989	New	+$646K	0.63%	30
2018 Q4	$592K	Buy	+3,932	New	+$649K	0.95%	24

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

Nalls Sherbakoff Group's VBK Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.26% in Q2 2026, selling an estimated $2.38K and leaving 2,691 shares worth $984K. The position accounts for 0.7% of the portfolio, ranked #29.

Nalls Sherbakoff Group first reported a position in VBK in Q4 2018 and has held it in 11 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Nalls Sherbakoff Group held 2,691 shares of Vanguard Morningstar Small-Cap Growth ETF worth $984K as of Q2 2026.
Nalls Sherbakoff Group sold 7 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $2.38K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.7% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #29 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.