Riverbridge Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Riverbridge Partners’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	$205K	Buy	+560	New	+$191K	0.01%	193
2025 Q1	–	Sell	-990	Closed	-$277K	–	188
2024 Q4	$277K	Buy	+990	New	+$280K	﹤0.01%	164
2024 Q1	–	Sell	-2,431	Closed	-$588K	–	200
2023 Q4	$588K	Buy	+2,431	New	+$528K	0.01%	144
2023 Q1	–	Sell	-2,586	Closed	-$519K	–	195
2022 Q4	$519K	Buy	+2,586	New	+$529K	0.01%	150

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Riverbridge Partners's VBK Position: Q2 2026 in Review

Riverbridge Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 560 shares worth $205K. The stake represents 0.01% of the portfolio and ranks #193 among its holdings. This is a return to the name: Riverbridge Partners previously reported a position in VBK as recently as Q4 2024.

Riverbridge Partners first reported a position in VBK in Q4 2022 and has held it in 4 quarters since. The position peaked at $588K in Q4 2023. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Riverbridge Partners held 560 shares of Vanguard Morningstar Small-Cap Growth ETF worth $205K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Riverbridge Partners position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Riverbridge Partners's portfolio in Q2 2026, its #193 holding.
Riverbridge Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 4 quarters since.
Riverbridge Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $588K in Q4 2023.
1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Riverbridge Partners's 13F filing for Q2 2026, filed 13 Jul 2026.