Nemes Rush Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Nemes Rush 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	$29.5K	Hold	81	–	–	﹤0.01%	436
2026 Q1	$24.4K	Hold	81	–	–	﹤0.01%	445
2025 Q4	$24.3K	Sell	81 -231	-74%	-$69.7K	﹤0.01%	437
2025 Q3	$92.8K	Buy	312 +1	+0.3%	+$289	0.01%	264
2025 Q2	$86.2K	Sell	311 -3,514	-92%	-$905K	0.01%	270
2025 Q1	$963K	Sell	3,825 -61	-2%	-$16.9K	0.12%	87
2024 Q4	$1.09M	Buy	3,886 +385	+11%	+$109K	0.13%	79
2024 Q3	$913K	Hold	3,501	–	–	0.13%	90
2024 Q2	$876K	Hold	3,501	–	–	0.12%	90
2024 Q1	$913K	Hold	3,501	–	–	0.13%	91
2023 Q4	$846K	Hold	3,501	–	–	0.14%	95
2023 Q3	$750K	Hold	3,501	–	–	0.14%	100
2023 Q2	$804K	Buy	+3,501	New	+$762K	0.14%	95

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

Nemes Rush Group's VBK Position: Q2 2026 in Review

Nemes Rush Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 81 shares worth $29.5K. The position accounts for ﹤0.01% of the portfolio, ranked #436.

Nemes Rush Group first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. The position peaked at $1.09M in Q4 2024. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Nemes Rush Group held 81 shares of Vanguard Morningstar Small-Cap Growth ETF worth $29.5K as of Q2 2026.
Nemes Rush Group 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 Nemes Rush Group's portfolio in Q2 2026, its #436 holding.
Nemes Rush Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Nemes Rush Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.09M in Q4 2024.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Nemes Rush Group's 13F filing for Q2 2026, filed 14 Aug 2026.