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Navalign LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Navalign LLC’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
Q1 		– Sell
-299
Closed -$90.3K – 456
2025
Q4 		$90.3K Buy
+299
New +$90.2K 0.02% 158

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 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 $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Navalign LLC's VBK Position: Q1 2026 in Review

Navalign LLC sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026, closing a stake of 299 shares — an estimated $90.3K sold.

Navalign LLC first reported a position in VBK in Q4 2025 and held it in 1 quarter. The position peaked at $90.3K in Q4 2025. 1,215 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Navalign LLC reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Navalign LLC sold 299 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $90.3K.
  • Navalign LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and held it in 1 quarter.
  • Navalign LLC's Vanguard Morningstar Small-Cap Growth ETF position peaked at $90.3K in Q4 2025.
  • 1,215 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Navalign LLC's 13F filing for Q1 2026, filed 29 Apr 2026.