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

Norden 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	$310K	Hold	848	–	–	0.03%	512
2026 Q1	$256K	Sell	848 -1,741	-67%	-$547K	0.02%	507
2025 Q4	$782K	Buy	2,589 +135	+6%	+$40.7K	0.08%	239
2025 Q3	$730K	Buy	2,454 +927	+61%	+$268K	0.07%	259
2025 Q2	$423K	Sell	1,527 -2,473	-62%	-$637K	0.05%	380
2025 Q1	$1.01M	Buy	+4,000	New	+$1.11M	0.12%	173
2024 Q4	–	Sell	-2,862	Closed	-$765K	–	555
2024 Q3	$765K	Buy	+2,862	New	+$733K	0.09%	242

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

Norden Group's VBK Position: Q2 2026 in Review

Norden Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 848 shares worth $310K. The position accounts for 0.03% of the portfolio, ranked #512.

Norden Group first reported a position in VBK in Q3 2024 and has held it in 7 quarters since. The position peaked at $1.01M in Q1 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Norden Group held 848 shares of Vanguard Morningstar Small-Cap Growth ETF worth $310K as of Q2 2026.
Norden Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Norden Group's portfolio in Q2 2026, its #512 holding.
Norden Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Norden Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.01M in Q1 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.