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Parkside Financial Bank & Trust’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Parkside Financial Bank & Trust’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 		$3.82M Buy
10,439
+1,980
+23% +$674K 0.26% 60
2026
Q1 		$2.56M Buy
8,459
+17
+0.2% +$5.34K 0.2% 88
2025
Q4 		$2.55M Buy
8,442
+989
+13% +$298K 0.19% 87
2025
Q3 		$2.22M Buy
7,453
+3,347
+82% +$966K 0.17% 88
2025
Q2 		$1.14M Buy
4,106
+1,257
+44% +$324K 0.12% 132
2025
Q1 		$717K Buy
2,849
+480
+20% +$133K 0.09% 168
2024
Q4 		$664K Buy
2,369
+202
+9% +$57.1K 0.09% 171
2024
Q3 		$579K Buy
2,167
+5
+0.2% +$1.28K 0.08% 177
2024
Q2 		$541K Buy
2,162
+203
+10% +$50.6K 0.08% 175
2024
Q1 		$511K Hold
1,959
– – 0.08% 188
2023
Q4 		$474K Buy
1,959
+273
+16% +$59.3K 0.09% 177
2023
Q3 		$361K Buy
1,686
+467
+38% +$106K 0.08% 181
2023
Q2 		$280K Sell
1,219
-74
-6% -$16.1K 0.07% 208
2023
Q1 		$280K Buy
1,293
+355
+38% +$76.7K 0.08% 182
2022
Q4 		$188K Sell
938
-536
-36% -$110K 0.05% 240
2022
Q3 		$288K Buy
1,474
+358
+32% +$76.8K 0.09% 167
2022
Q2 		$220K Hold
1,116
– – 0.07% 204
2022
Q1 		$277K Hold
1,116
– – 0.07% 188
2021
Q4 		$314K Buy
1,116
+410
+58% +$118K 0.08% 179
2021
Q3 		$198K Hold
706
– – 0.06% 212
2021
Q2 		$205K Hold
706
– – 0.06% 206
2021
Q1 		$194K Sell
706
-124
-15% -$35K 0.06% 204
2020
Q4 		$222K Sell
830
-140
-14% -$33.9K 0.07% 183
2020
Q3 		$209K Hold
970
– – 0.07% 175
2020
Q2 		$194K Hold
970
– – 0.06% 202
2020
Q1 		$146K Buy
970
+199
+26% +$36.9K 0.06% 205
2019
Q4 		$153K Sell
771
-110
-12% -$20.9K 0.04% 226
2019
Q3 		$160K Hold
881
– – 0.05% 207
2019
Q2 		$164K Buy
881
+220
+33% +$40K 0.05% 209
2019
Q1 		$119K Sell
661
-120
-15% -$20.6K 0.04% 235
2018
Q4 		$118K Sell
781
-73
-9% -$12K 0.04% 228
2018
Q3 		$160K Buy
+854
New +$157K 0.06% 199

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

Parkside Financial Bank & Trust's VBK Position: Q2 2026 in Review

Parkside Financial Bank & Trust increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 23% in Q2 2026, buying an estimated $674K and bringing the position to 10,439 shares worth $3.82M. The position accounts for 0.26% of the portfolio, ranked #60.

Parkside Financial Bank & Trust first reported a position in VBK in Q3 2018 and has held it in 32 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Parkside Financial Bank & Trust held 10,439 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.82M as of Q2 2026.
  • Parkside Financial Bank & Trust bought 1,980 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $674K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.26% of Parkside Financial Bank & Trust's portfolio in Q2 2026, its #60 holding.
  • Parkside Financial Bank & Trust first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 32 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Parkside Financial Bank & Trust's 13F filing for Q2 2026, filed 4 Sep 2026.