RA
VBK icon

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

Riversedge 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 		$3.87M Sell
10,585
-112
-1% -$38.1K 0.51% 31
2026
Q1 		$3.23M Sell
10,697
-482
-4% -$151K 0.52% 31
2025
Q4 		$3.38M Sell
11,179
-603
-5% -$182K 0.55% 26
2025
Q3 		$3.51M Sell
11,782
-537
-4% -$155K 0.59% 26
2025
Q2 		$3.41M Sell
12,319
-2,181
-15% -$562K 0.67% 25
2025
Q1 		$3.65M Sell
14,500
-1,197
-8% -$332K 0.81% 23
2024
Q4 		$4.4M Buy
15,697
+1,039
+7% +$294K 0.99% 24
2024
Q3 		$3.92M Buy
14,658
+88
+0.6% +$22.5K 0.89% 24
2024
Q2 		$3.64M Buy
14,570
+332
+2% +$82.8K 0.89% 25
2024
Q1 		$3.71M Buy
14,238
+1,505
+12% +$370K 0.92% 22
2023
Q4 		$3.08M Buy
12,733
+861
+7% +$187K 0.84% 23
2023
Q3 		$2.54M Sell
11,872
-5,708
-32% -$1.3M 0.75% 24
2023
Q2 		$4.04M Buy
17,580
+804
+5% +$175K 1.11% 23
2023
Q1 		$3.63M Buy
16,776
+2,480
+17% +$536K 1.06% 25
2022
Q4 		$2.87M Buy
14,296
+11,006
+335% +$2.25M 0.93% 26
2022
Q3 		$642K Sell
3,290
-1,863
-36% -$400K 0.23% 42
2022
Q2 		$1.01M Sell
5,153
-1,124
-18% -$244K 0.38% 32
2022
Q1 		$1.56M Buy
6,277
+1,465
+30% +$361K 0.51% 28
2021
Q4 		$1.36M Buy
4,812
+1,033
+27% +$296K 0.43% 30
2021
Q3 		$1.06M Buy
+3,779
New +$1.08M 0.36% 30
2020
Q1 		– Sell
-4,612
Closed -$916K – 44
2019
Q4 		$916K Buy
4,612
+484
+12% +$91.8K 1.08% 16
2019
Q3 		$748K Hold
4,128
– – 1.05% 18
2019
Q2 		$748K Buy
+4,128
New +$751K 1.05% 18

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

Riversedge Advisors's VBK Position: Q2 2026 in Review

Riversedge Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q2 2026, selling an estimated $38.1K and leaving 10,585 shares worth $3.87M. The position accounts for 0.51% of the portfolio, ranked #31.

Riversedge Advisors first reported a position in VBK in Q2 2019 and has held it in 23 quarters since. The position peaked at $4.4M in Q4 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Riversedge Advisors held 10,585 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.87M as of Q2 2026.
  • Riversedge Advisors sold 112 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $38.1K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.51% of Riversedge Advisors's portfolio in Q2 2026, its #31 holding.
  • Riversedge Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2019 and has held it in 23 quarters since.
  • Riversedge Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.4M in Q4 2024.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Riversedge Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.