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Pinnacle Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Pinnacle Associates’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
Q1 		$1.66M Buy
5,481
+194
+4% +$61K 0.02% 430
2025
Q4 		$1.6M Sell
5,287
-215
-4% -$64.9K 0.02% 434
2025
Q3 		$1.64M Buy
5,502
+16
+0.3% +$4.62K 0.02% 427
2025
Q2 		$1.52M Sell
5,486
-701
-11% -$181K 0.02% 432
2025
Q1 		$1.56M Buy
6,187
+48
+0.8% +$13.3K 0.02% 409
2024
Q4 		$1.72M Buy
6,139
+1,802
+42% +$509K 0.02% 393
2024
Q3 		$1.05M Sell
4,337
-1,197
-22% -$307K 0.02% 462
2024
Q2 		$1.38M Buy
5,534
+505
+10% +$126K 0.02% 414
2024
Q1 		$1.31M Buy
5,029
+692
+16% +$170K 0.02% 438
2023
Q4 		$1.05M Buy
4,337
+532
+14% +$115K 0.02% 470
2023
Q3 		$815K Sell
3,805
-129
-3% -$29.3K 0.02% 486
2023
Q2 		$904K Buy
3,934
+40
+1% +$8.7K 0.02% 483
2023
Q1 		$843K Sell
3,894
-249
-6% -$53.8K 0.02% 438
2022
Q4 		$831K Buy
4,143
+11
+0.3% +$2.25K 0.02% 433
2022
Q3 		$806K Buy
4,132
+180
+5% +$38.6K 0.02% 433
2022
Q2 		$779K Sell
3,952
-3,601
-48% -$781K 0.02% 455
2022
Q1 		$1.87M Buy
7,553
+655
+9% +$161K 0.03% 353
2021
Q4 		$1.94M Buy
6,898
+272
+4% +$78K 0.03% 354
2021
Q3 		$1.86M Buy
6,626
+146
+2% +$41.8K 0.03% 349
2021
Q2 		$1.88M Buy
6,480
+45
+0.7% +$12.6K 0.03% 343
2021
Q1 		$1.77M Buy
6,435
+540
+9% +$152K 0.03% 343
2020
Q4 		$1.58M Buy
5,895
+150
+3% +$36.3K 0.03% 335
2020
Q3 		$1.24M Buy
5,745
+1,375
+31% +$290K 0.03% 342
2020
Q2 		$872K Buy
+4,370
New +$789K 0.02% 388

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Pinnacle Associates's VBK Position: Q1 2026 in Review

Pinnacle Associates increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.7% in Q1 2026, buying an estimated $61K and bringing the position to 5,481 shares worth $1.66M. The position accounts for 0.02% of the portfolio, ranked #430.

Pinnacle Associates first reported a position in VBK in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.94M in Q4 2021. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Pinnacle Associates held 5,481 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.66M as of Q1 2026.
  • Pinnacle Associates bought 194 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $61K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Pinnacle Associates's portfolio in Q1 2026, its #430 holding.
  • Pinnacle Associates first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
  • Pinnacle Associates's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.94M in Q4 2021.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Pinnacle Associates's 13F filing for Q1 2026, filed 22 Apr 2026.