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&Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

&Partners’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 		$15.9M Buy
43,589
+13,688
+46% +$4.66M 0.07% 275
2026
Q1 		$9.03M Buy
29,901
+7,999
+37% +$2.51M 0.04% 356
2025
Q4 		$6.61M Buy
21,902
+1,358
+7% +$410K 0.03% 408
2025
Q3 		$6.11M Buy
20,544
+1,083
+6% +$313K 0.04% 372
2025
Q2 		$5.39M Sell
19,461
-46
-0.2% -$11.8K 0.04% 354
2025
Q1 		$4.93M Buy
19,507
+1,973
+11% +$547K 0.05% 296
2024
Q4 		$5.01M Buy
17,534
+9,079
+107% +$2.57M 0.06% 276
2024
Q3 		$2.26M Buy
8,455
+1,967
+30% +$504K 0.04% 343
2024
Q2 		$1.62M Buy
6,488
+4,118
+174% +$1.03M 0.07% 241
2024
Q1 		$577K Buy
2,370
+964
+69% +$237K 0.08% 243
2023
Q4 		$300K Buy
+1,406
New +$305K 0.07% 209

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

&Partners's VBK Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 46% in Q2 2026, buying an estimated $4.66M and bringing the position to 43,589 shares worth $15.9M. The position accounts for 0.07% of the portfolio, ranked #275.

&Partners first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • &Partners held 43,589 shares of Vanguard Morningstar Small-Cap Growth ETF worth $15.9M as of Q2 2026.
  • &Partners bought 13,688 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $4.66M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of &Partners's portfolio in Q2 2026, its #275 holding.
  • &Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.