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
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 $1.37T AUM 24.88% 1-Year Est. Return

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

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

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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

Align Financial Hermantown, Minnesota $202M AUM

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

Nalls Sherbakoff Group's VBK Position: Q4 2025 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 17% in Q4 2025, selling an estimated $164K and leaving 2,700 shares worth $816K. The position accounts for 0.59% of the portfolio, ranked #38.

Nalls Sherbakoff Group first reported a position in VBK in Q4 2018 and has held it in 9 quarters since. The position peaked at $965K in Q3 2025. 1,210 funds tracked by Wall St. Rank hold VBK as of Q4 2025.

Nalls Sherbakoff Group held 2,700 shares of Vanguard Morningstar Small-Cap Growth ETF worth $816K as of Q4 2025.
Nalls Sherbakoff Group sold 542 Vanguard Morningstar Small-Cap Growth ETF shares in Q4 2025, an estimated $164K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.59% of Nalls Sherbakoff Group's portfolio in Q4 2025, its #38 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 9 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $965K in Q3 2025.
1,210 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q4 2025.

Based on Nalls Sherbakoff Group's 13F filing for Q4 2025, filed 12 Mar 2026.