RWM
VBK icon

Ritholtz Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Ritholtz Wealth Management’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 		$1.84M Buy
5,030
+3,299
+191% +$1.12M 0.03% 437
2026
Q1 		$523K Buy
1,731
+1
+0.1% +$314 0.01% 774
2025
Q4 		$523K Sell
1,730
-92
-5% -$27.8K 0.01% 705
2025
Q3 		$542K Sell
1,822
-8
-0.4% -$2.31K 0.01% 658
2025
Q2 		$507K Sell
1,830
-65
-3% -$16.7K 0.01% 636
2025
Q1 		$477K Buy
1,895
+28
+1% +$7.76K 0.01% 601
2024
Q4 		$523K Buy
1,867
+193
+12% +$54.6K 0.02% 549
2024
Q3 		$447K Buy
1,674
+792
+90% +$203K 0.01% 591
2024
Q2 		$221K Buy
882
+4
+0.5% +$998 0.01% 745
2024
Q1 		$229K Sell
878
-319
-27% -$78.4K 0.01% 714
2023
Q4 		$289K Buy
+1,197
New +$260K 0.01% 605

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

Ritholtz Wealth Management's VBK Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 191% in Q2 2026, buying an estimated $1.12M and bringing the position to 5,030 shares worth $1.84M. The position accounts for 0.03% of the portfolio, ranked #437.

Ritholtz Wealth Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Ritholtz Wealth Management held 5,030 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.84M as of Q2 2026.
  • Ritholtz Wealth Management bought 3,299 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $1.12M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Ritholtz Wealth Management's portfolio in Q2 2026, its #437 holding.
  • Ritholtz Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.