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Relyea Zuckerberg Hanson’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Relyea Zuckerberg Hanson’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 		$12.2M Buy
33,370
+8,906
+36% +$3.03M 1.02% 23
2026
Q1 		$7.39M Buy
24,464
+529
+2% +$166K 0.74% 34
2025
Q4 		$7.23M Sell
23,935
-933
-4% -$281K 0.73% 32
2025
Q3 		$7.4M Sell
24,868
-76
-0.3% -$21.9K 0.78% 27
2025
Q2 		$6.91M Sell
24,944
-1,549
-6% -$399K 0.81% 28
2025
Q1 		$6.67M Sell
26,493
-959
-3% -$266K 0.9% 23
2024
Q4 		$7.69M Sell
27,452
-509
-2% -$144K 1.03% 20
2024
Q3 		$7.48M Sell
27,961
-1,669
-6% -$428K 1.14% 18
2024
Q2 		$7.41M Sell
29,630
-2,354
-7% -$587K 1.24% 16
2024
Q1 		$8.34M Sell
31,984
-1,552
-5% -$381K 1.46% 13
2023
Q4 		$8.11M Sell
33,536
-1,711
-5% -$371K 1.58% 13
2023
Q3 		$7.55M Sell
35,247
-3,243
-8% -$737K 1.72% 13
2023
Q2 		$8.84M Buy
38,490
+1,368
+4% +$298K 1.99% 11
2023
Q1 		$8.03M Buy
37,122
+954
+3% +$206K 1.96% 11
2022
Q4 		$7.25M Buy
36,168
+8,667
+32% +$1.77M 2.07% 11
2022
Q3 		$5.37M Buy
27,501
+1,185
+5% +$254K 1.94% 10
2022
Q2 		$5.18M Sell
26,316
-1,638
-6% -$355K 1.93% 12
2022
Q1 		$6.78M Sell
27,954
-6,983
-20% -$1.72M 2.22% 12
2021
Q4 		$8.35M Buy
34,937
+4,845
+16% +$1.39M 3.03% 5
2021
Q3 		$8.43M Buy
30,092
+4,745
+19% +$1.36M 3.28% 4
2021
Q2 		$7.34M Sell
25,347
-1,459
-5% -$408K 3.02% 4
2021
Q1 		$7.81M Buy
26,806
+4,380
+20% +$1.23M 3.45% 4
2020
Q4 		$6M Buy
22,426
+1,275
+6% +$308K 3.22% 5
2020
Q3 		$4.89M Buy
21,151
+284
+1% +$60K 3.15% 7
2020
Q2 		$4.17M Buy
20,867
+5,399
+35% +$975K 3.32% 7
2020
Q1 		$2.33M Sell
15,468
-212
-1% -$39.3K 2.55% 10
2019
Q4 		$3.12M Buy
+15,680
New +$2.98M 2.99% 9

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 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

Relyea Zuckerberg Hanson's VBK Position: Q2 2026 in Review

Relyea Zuckerberg Hanson increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 36% in Q2 2026, buying an estimated $3.03M and bringing the position to 33,370 shares worth $12.2M. The position accounts for 1.02% of the portfolio, ranked #23.

Relyea Zuckerberg Hanson first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Relyea Zuckerberg Hanson held 33,370 shares of Vanguard Morningstar Small-Cap Growth ETF worth $12.2M as of Q2 2026.
  • Relyea Zuckerberg Hanson bought 8,906 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.03M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #23 holding.
  • Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.