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Prime Capital Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Prime Capital 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 		$3M Sell
8,199
-617
-7% -$210K 0.03% 317
2026
Q1 		$2.66M Sell
8,816
-380
-4% -$119K 0.03% 314
2025
Q4 		$2.78M Sell
9,196
-82
-0.9% -$24.7K 0.03% 293
2025
Q3 		$2.76M Sell
9,278
-222
-2% -$64.1K 0.03% 288
2025
Q2 		$2.63M Sell
9,500
-3,777
-28% -$973K 0.03% 285
2025
Q1 		$3.34M Buy
13,277
+2,488
+23% +$689K 0.04% 285
2024
Q4 		$3.02M Buy
10,789
+731
+7% +$207K 0.04% 253
2024
Q3 		$2.69M Buy
10,058
+97
+1% +$24.9K 0.04% 270
2024
Q2 		$2.49M Sell
9,961
-1,516
-13% -$378K 0.04% 289
2024
Q1 		$2.99M Sell
11,477
-2,709
-19% -$665K 0.04% 278
2023
Q4 		$3.43M Buy
14,186
+10,023
+241% +$2.18M 0.05% 251
2023
Q3 		$892K Sell
4,163
-30
-0.7% -$6.82K 0.02% 360
2023
Q2 		$963K Buy
4,193
+351
+9% +$76.4K 0.02% 365
2023
Q1 		$831K Sell
3,842
-407
-10% -$88K 0.03% 267
2022
Q4 		$852K Buy
4,249
+159
+4% +$32.5K 0.03% 260
2022
Q3 		$798K Sell
4,090
-472
-10% -$101K 0.05% 193
2022
Q2 		$899K Buy
4,562
+1,106
+32% +$240K 0.05% 183
2022
Q1 		$974K Hold
3,456
– – 0.05% 178
2021
Q4 		$974K Buy
3,456
+177
+5% +$50.8K 0.05% 180
2021
Q3 		$919K Buy
3,279
+1,089
+50% +$312K 0.06% 185
2021
Q2 		$635K Buy
2,190
+15
+0.7% +$4.2K 0.04% 222
2021
Q1 		$597K Sell
2,175
-23
-1% -$6.48K 0.04% 182
2020
Q4 		$588K Sell
2,198
-147
-6% -$35.5K 0.05% 167
2020
Q3 		$504K Sell
2,345
-160
-6% -$33.8K 0.04% 186
2020
Q2 		$500K Buy
2,505
+1,844
+279% +$333K 0.05% 176
2020
Q1 		$99K Sell
661
-1,011
-60% -$188K 0.01% 236
2019
Q4 		$332K Buy
1,672
+9
+0.5% +$1.71K 0.04% 168
2019
Q3 		$303K Buy
+1,663
New +$310K 0.05% 174
2019
Q1 		– Sell
-268
Closed -$40K – 462
2018
Q4 		$40K Buy
+268
New +$44.2K 0.01% 177

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Prime Capital Investment Advisors's VBK Position: Q2 2026 in Review

Prime Capital Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7% in Q2 2026, selling an estimated $210K and leaving 8,199 shares worth $3M. The position accounts for 0.03% of the portfolio, ranked #317.

Prime Capital Investment Advisors first reported a position in VBK in Q4 2018 and has held it in 29 quarters since. The position peaked at $3.43M in Q4 2023. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Prime Capital Investment Advisors held 8,199 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3M as of Q2 2026.
  • Prime Capital Investment Advisors sold 617 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $210K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Prime Capital Investment Advisors's portfolio in Q2 2026, its #317 holding.
  • Prime Capital Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Prime Capital Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.43M in Q4 2023.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Prime Capital Investment Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.