Northern Lights Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$3.57M Sell
9,773
-568
-5% -$193K 1.94% 18
2026
Q1
$3.13M Buy
10,341
+150
+1% +$47.1K 2.12% 16
2025
Q4
$3.08M Buy
+10,191
New +$3.07M 2.11% 16

Other funds holding VBK

Northern Lights Advisors's VBK Position: Q2 2026 in Review

Northern Lights Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.5% in Q2 2026, selling an estimated $193K and leaving 9,773 shares worth $3.57M. The position accounts for 1.94% of the portfolio, ranked #18.

Northern Lights Advisors first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Northern Lights Advisors held 9,773 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.57M as of Q2 2026.
  • Northern Lights Advisors sold 568 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $193K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.94% of Northern Lights Advisors's portfolio in Q2 2026, its #18 holding.
  • Northern Lights Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Northern Lights Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.