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Plante Moran Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Plante Moran Financial 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 		$1.27M Sell
3,481
-384
-10% -$131K 0.06% 37
2026
Q1 		$1.17M Buy
3,865
+209
+6% +$65.7K 0.08% 36
2025
Q4 		$1.1M Sell
3,656
-532
-13% -$160K 0.07% 47
2025
Q3 		$1.25M Buy
4,188
+20
+0.5% +$5.77K 0.08% 37
2025
Q2 		$1.15M Sell
4,168
-181
-4% -$46.6K 0.08% 43
2025
Q1 		$1.1M Buy
4,349
+3
+0.1% +$831 0.09% 38
2024
Q4 		$1.22M Buy
4,346
+23
+0.5% +$6.5K 0.1% 38
2024
Q3 		$1.16M Hold
4,323
– – 0.1% 45
2024
Q2 		$1.08M Sell
4,323
-44
-1% -$11K 0.11% 46
2024
Q1 		$1.14M Sell
4,367
-97
-2% -$23.8K 0.12% 44
2023
Q4 		$1.08M Sell
4,464
-159
-3% -$34.5K 0.11% 44
2023
Q3 		$990K Hold
4,623
– – 0.12% 41
2023
Q2 		$1.06M Sell
4,623
-209
-4% -$45.5K 0.13% 43
2023
Q1 		$1.05M Buy
4,832
+546
+13% +$118K 0.14% 44
2022
Q4 		$860K Sell
4,286
-232
-5% -$47.5K 0.12% 52
2022
Q3 		$882K Sell
4,518
-80
-2% -$17.2K 0.15% 48
2022
Q2 		$906K Sell
4,598
-192
-4% -$41.6K 0.15% 48
2022
Q1 		$1.19M Sell
4,790
-66
-1% -$16.3K 0.22% 43
2021
Q4 		$1.37M Sell
4,856
-72
-1% -$20.6K 0.22% 42
2021
Q3 		$1.38M Sell
4,928
-23
-0.5% -$6.58K 0.31% 35
2021
Q2 		$1.44M Sell
4,951
-186
-4% -$52K 0.35% 31
2021
Q1 		$1.41M Sell
5,137
-361
-7% -$102K 0.39% 34
2020
Q4 		$1.47M Sell
5,498
-453
-8% -$110K 0.45% 30
2020
Q3 		$1.28M Sell
5,951
-186
-3% -$39.3K 0.45% 31
2020
Q2 		$1.23M Sell
6,137
-584
-9% -$105K 0.49% 29
2020
Q1 		$1.01M Sell
6,721
-191
-3% -$35.4K 0.46% 33
2019
Q4 		$1.37M Sell
6,912
-251
-4% -$47.6K 0.48% 30
2019
Q3 		$1.3M Sell
7,163
-673
-9% -$125K 0.38% 39
2019
Q2 		$1.46M Buy
7,836
+393
+5% +$71.5K 0.45% 31
2019
Q1 		$1.34M Sell
7,443
-155
-2% -$26.6K 0.41% 35
2018
Q4 		$1.14M Sell
7,598
-236
-3% -$38.9K 0.4% 39
2018
Q3 		$1.47M Sell
7,834
-29
-0.4% -$5.33K 0.48% 26
2018
Q2 		$1.38M Sell
7,863
-384
-5% -$65.9K 0.7% 26
2018
Q1 		$1.35M Sell
8,247
-155
-2% -$25.6K 0.73% 26
2017
Q4 		$1.35M Sell
8,402
-1,173
-12% -$184K 0.75% 23
2017
Q3 		$1.46M Sell
9,575
-300
-3% -$44.1K 0.87% 22
2017
Q2 		$1.44M Buy
9,875
+634
+7% +$90.8K 0.9% 21
2017
Q1 		$1.3M Buy
+9,241
New +$1.28M 0.78% 24
2014
Q1 		– Sell
-80
Closed -$10K – 701
2013
Q4 		$10K Buy
+80
New +$9.44K 0.01% 456

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Plante Moran Financial Advisors's VBK Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.9% in Q2 2026, selling an estimated $131K and leaving 3,481 shares worth $1.27M. The position accounts for 0.06% of the portfolio, ranked #37.

Plante Moran Financial Advisors first reported a position in VBK in Q4 2013 and has held it in 39 quarters since. The position peaked at $1.47M in Q4 2020. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Plante Moran Financial Advisors held 3,481 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.27M as of Q2 2026.
  • Plante Moran Financial Advisors sold 384 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #37 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2013 and has held it in 39 quarters since.
  • Plante Moran Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.47M in Q4 2020.
  • 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.