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Pin Oak Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pin Oak Investment Advisors’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 		$23K Buy
64
+33
+106% +$11.2K 0.02% 298
2026
Q1 		$9K Hold
31
– – 0.01% 379
2025
Q4 		$10K Buy
+31
New +$9.35K 0.01% 385
2018
Q1 		– Sell
-30
Closed -$5K – 436
2017
Q4 		$5K Buy
+30
New +$4.71K ﹤0.01% 387

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

Pin Oak Investment Advisors's VBK Position: Q2 2026 in Review

Pin Oak Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 106% in Q2 2026, buying an estimated $11.2K and bringing the position to 64 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #298.

Pin Oak Investment Advisors first reported a position in VBK in Q4 2017 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Pin Oak Investment Advisors held 64 shares of Vanguard Morningstar Small-Cap Growth ETF worth $23K as of Q2 2026.
  • Pin Oak Investment Advisors bought 33 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $11.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Pin Oak Investment Advisors's portfolio in Q2 2026, its #298 holding.
  • Pin Oak Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Pin Oak Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.