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Markowski Investments’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Markowski Investments’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 		$588K Buy
+1,609
New +$548K 0.13% 73

Other funds holding VBK

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
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

Markowski Investments's VBK Position: Q2 2026 in Review

Markowski Investments opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 1,609 shares worth $588K. The stake represents 0.13% of the portfolio and ranks #73 among its holdings.

1,120 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Markowski Investments held 1,609 shares of Vanguard Morningstar Small-Cap Growth ETF worth $588K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Markowski Investments position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of Markowski Investments's portfolio in Q2 2026, its #73 holding.
  • 1,120 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Markowski Investments's 13F filing for Q2 2026, filed 13 Aug 2026.