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Resolute Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Resolute 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 		$695K Buy
1,901
+3
+0.2% +$1.02K 0.17% 41
2026
Q1 		$574K Buy
1,898
+2
+0.1% +$629 0.24% 38
2025
Q4 		$573K Buy
1,896
+5
+0.3% +$1.51K 0.19% 33
2025
Q3 		$564K Buy
1,891
+3
+0.2% +$866 0.14% 35
2025
Q2 		$524K Hold
1,888
– – 0.13% 36
2025
Q1 		$475K Buy
1,888
+3
+0.2% +$831 0.14% 31
2024
Q4 		$528K Buy
1,885
+2
+0.1% +$565 0.11% 36
2024
Q3 		$503K Buy
1,883
+5
+0.3% +$1.28K 0.1% 32
2024
Q2 		$470K Hold
1,878
– – 0.12% 31
2024
Q1 		$490K Buy
1,878
+3
+0.2% +$737 0.09% 32
2023
Q4 		$453K Buy
1,875
+5
+0.3% +$1.08K 0.06% 38
2023
Q3 		$401K Buy
1,870
+3
+0.2% +$682 0.06% 37
2023
Q2 		$429K Buy
1,867
+3
+0.2% +$653 0.05% 40
2023
Q1 		$403K Sell
1,864
-7
-0.4% -$1.51K 0.05% 42
2022
Q4 		$375K Buy
1,871
+4
+0.2% +$818 0.05% 37
2022
Q3 		$364K Buy
1,867
+1
+0.1% +$215 0.04% 40
2022
Q2 		$368K Sell
1,866
-2
-0.1% -$434 0.04% 41
2022
Q1 		$463K Hold
1,868
– – 0.02% 43
2021
Q4 		$526K Buy
1,868
+3
+0.2% +$860 0.02% 43
2021
Q3 		$523K Buy
1,865
+1
+0.1% +$286 0.07% 41
2021
Q2 		$540K Buy
1,864
+1
+0.1% +$280 0.08% 28
2021
Q1 		$512K Buy
1,863
+2
+0.1% +$564 0.07% 32
2020
Q4 		$498K Buy
+1,861
New +$450K 0.28% 27

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

Resolute Advisors's VBK Position: Q2 2026 in Review

Resolute Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.16% in Q2 2026, buying an estimated $1.02K and bringing the position to 1,901 shares worth $695K. The position accounts for 0.17% of the portfolio, ranked #41.

Resolute Advisors first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Resolute Advisors held 1,901 shares of Vanguard Morningstar Small-Cap Growth ETF worth $695K as of Q2 2026.
  • Resolute Advisors bought 3 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.02K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Resolute Advisors's portfolio in Q2 2026, its #41 holding.
  • Resolute Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Resolute Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.