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

Robertson Stephens 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	$16.3M	Buy	44,485 +10,397	+31%	+$3.54M	0.4%	47
2026 Q1	$10.3M	Buy	34,088 +3,438	+11%	+$1.08M	0.29%	69
2025 Q4	$9.26M	Buy	30,650 +2,223	+8%	+$671K	0.24%	80
2025 Q3	$8.47M	Buy	28,427 +2,917	+11%	+$842K	0.26%	72
2025 Q2	$7.08M	Sell	25,510 -1,140	-4%	-$294K	0.23%	82
2025 Q1	$6.71M	Buy	26,650 +607	+2%	+$168K	0.23%	83
2024 Q4	$7.29M	Sell	26,043 -768	-3%	-$217K	0.26%	78
2024 Q3	$7.17M	Buy	+26,811	New	+$6.87M	0.26%	84

Other funds holding VBK

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

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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SLT

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

HCM

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

SFS

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Robertson Stephens Wealth Management's VBK Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 31% in Q2 2026, buying an estimated $3.54M and bringing the position to 44,485 shares worth $16.3M. The position accounts for 0.4% of the portfolio, ranked #47.

Robertson Stephens Wealth Management first reported a position in VBK in Q3 2024 and has held it in 8 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Robertson Stephens Wealth Management held 44,485 shares of Vanguard Morningstar Small-Cap Growth ETF worth $16.3M as of Q2 2026.
Robertson Stephens Wealth Management bought 10,397 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $3.54M.
Vanguard Morningstar Small-Cap Growth ETF made up 0.4% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #47 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.