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Orleans Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Orleans Capital Management’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 		$654K Buy
1,788
+188
+12% +$64K 0.34% 70
2026
Q1 		$484K Hold
1,600
– – 0.33% 68
2025
Q4 		$483K Buy
1,600
+500
+45% +$151K 0.3% 76
2025
Q3 		$327K Hold
1,100
– – 0.21% 80
2025
Q2 		$305K Buy
+1,100
New +$283K 0.16% 86

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 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 $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Orleans Capital Management's VBK Position: Q2 2026 in Review

Orleans Capital Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 12% in Q2 2026, buying an estimated $64K and bringing the position to 1,788 shares worth $654K. The position accounts for 0.34% of the portfolio, ranked #70.

Orleans Capital Management first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Orleans Capital Management held 1,788 shares of Vanguard Morningstar Small-Cap Growth ETF worth $654K as of Q2 2026.
  • Orleans Capital Management bought 188 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $64K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.34% of Orleans Capital Management's portfolio in Q2 2026, its #70 holding.
  • Orleans Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Orleans Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.