Regal Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.31M | Buy |
4,350
+310
| +8% | +$97.4K | 0.08% | 244 |
|
|
2025
Q4 | $1.22M | Sell |
4,040
-63
| -2% | -$19K | 0.07% | 247 |
|
|
2025
Q3 | $1.22M | Buy |
4,103
+1,075
| +36% | +$310K | 0.08% | 229 |
|
|
2025
Q2 | $839K | Buy |
3,028
+966
| +47% | +$249K | 0.06% | 261 |
|
|
2025
Q1 | $519K | Sell |
2,062
-333
| -14% | -$92.3K | 0.04% | 320 |
|
|
2024
Q4 | $671K | Buy |
2,395
+208
| +10% | +$58.8K | 0.05% | 279 |
|
|
2024
Q3 | $585K | Buy |
2,187
+158
| +8% | +$40.5K | 0.04% | 325 |
|
|
2024
Q2 | $508K | Sell |
2,029
-100
| -5% | -$24.9K | 0.03% | 358 |
|
|
2024
Q1 | $555K | Buy |
2,129
+242
| +13% | +$59.4K | 0.04% | 336 |
|
|
2023
Q4 | $456K | Buy |
1,887
+22
| +1% | +$4.78K | 0.03% | 344 |
|
|
2023
Q3 | $400K | Sell |
1,865
-27
| -1% | -$6.14K | 0.03% | 331 |
|
|
2023
Q2 | $435K | Buy |
1,892
+30
| +2% | +$6.53K | 0.04% | 320 |
|
|
2023
Q1 | $403K | Hold |
1,862
| – | – | 0.04% | 325 |
|
|
2022
Q4 | $373K | Buy |
1,862
+163
| +10% | +$33.3K | 0.04% | 335 |
|
|
2022
Q3 | $332K | Sell |
1,699
-767
| -31% | -$165K | 0.04% | 343 |
|
|
2022
Q2 | $486K | Buy |
2,466
+14
| +0.6% | +$3.04K | 0.05% | 280 |
|
|
2022
Q1 | $609K | Sell |
2,452
-10
| -0.4% | -$2.46K | 0.06% | 279 |
|
|
2021
Q4 | $694K | Sell |
2,462
-11
| -0.4% | -$3.15K | 0.06% | 293 |
|
|
2021
Q3 | $693K | Buy |
2,473
+262
| +12% | +$75K | 0.07% | 291 |
|
|
2021
Q2 | $641K | Buy |
+2,211
| New | +$619K | 0.06% | 299 |
|
|
2021
Q1 | – | Sell |
-2,259
| Closed | -$605K | – | 406 |
|
|
2020
Q4 | $605K | Buy |
+2,259
| New | +$546K | 0.07% | 256 |
|
|
2020
Q3 | – | Sell |
-1,390
| Closed | -$277K | – | 278 |
|
|
2020
Q2 | $277K | Buy |
+1,390
| New | +$251K | 0.05% | 257 |
|
|
2019
Q3 | – | Sell |
-1,169
| Closed | -$218K | – | 338 |
|
|
2019
Q2 | $218K | Buy |
+1,169
| New | +$213K | 0.04% | 287 |
|
|
2019
Q1 | – | Sell |
-1,048
| Closed | -$158K | – | 392 |
|
|
2018
Q4 | $158K | Buy |
+1,048
| New | +$173K | 0.03% | 318 |
|
|
2015
Q4 | – | Sell |
-645
| Closed | -$75K | – | 852 |
|
|
2015
Q3 | $75K | Sell |
645
-390
| -38% | -$50.4K | 0.02% | 388 |
|
|
2015
Q2 | $138K | Sell |
1,035
-22
| -2% | -$2.96K | 0.04% | 292 |
|
|
2015
Q1 | $139K | Sell |
1,057
-4
| -0.4% | -$518 | 0.03% | 292 |
|
|
2014
Q4 | $134K | Hold |
1,061
| – | – | 0.04% | 266 |
|
|
2014
Q3 | $128K | Buy |
1,061
+209
| +25% | +$25.9K | 0.04% | 278 |
|
|
2014
Q2 | $109K | Sell |
852
-479
| -36% | -$58.1K | 0.04% | 269 |
|
|
2014
Q1 | $165K | Buy |
1,331
+566
| +74% | +$70.1K | 0.07% | 207 |
|
|
2013
Q4 | $94K | Sell |
765
-97
| -11% | -$11.4K | 0.05% | 219 |
|
|
2013
Q3 | $99K | Sell |
862
-735
| -46% | -$81.2K | 0.06% | 237 |
|
|
2013
Q2 | $164K | Buy |
+1,597
| New | +$162K | 0.09% | 173 |
|
Other funds holding VBK
EWA
Regal Investment Advisors's VBK Position: Q1 2026 in Review
Regal Investment Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.7% in Q1 2026, buying an estimated $97.4K and bringing the position to 4,350 shares worth $1.31M. The position accounts for 0.08% of the portfolio, ranked #244.
Regal Investment Advisors first reported a position in VBK in Q2 2013 and has held it in 34 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- Regal Investment Advisors held 4,350 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.31M as of Q1 2026.
- Regal Investment Advisors bought 310 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $97.4K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Regal Investment Advisors's portfolio in Q1 2026, its #244 holding.
- Regal Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 34 quarters since.
- 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.
Based on Regal Investment Advisors's 13F filing for Q1 2026, filed 14 May 2026.