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Robinswood Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Robinswood Financial’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 		$21.9M Buy
59,919
+872
+1% +$297K 6.28% 1
2026
Q1 		$17.8M Buy
59,047
+1,234
+2% +$388K 5.62% 2
2025
Q4 		$17.5M Buy
57,813
+1,016
+2% +$307K 5.59% 2
2025
Q3 		$16.9M Buy
56,797
+1,002
+2% +$289K 5.64% 2
2025
Q2 		$15.5M Sell
55,795
-788
-1% -$203K 5.47% 4
2025
Q1 		$14.2M Buy
56,583
+109
+0.2% +$30.2K 5.27% 5
2024
Q4 		$15.8M Buy
56,474
+298
+0.5% +$84.2K 5.98% 3
2024
Q3 		$15M Buy
56,176
+2,527
+5% +$647K 5.58% 4
2024
Q2 		$13.4M Buy
53,649
+1,046
+2% +$261K 5.43% 6
2024
Q1 		$13.6M Sell
52,603
-2,556
-5% -$628K 5.81% 5
2023
Q4 		$13.3M Buy
55,159
+1,309
+2% +$284K 5.77% 5
2023
Q3 		$11.5M Buy
53,850
+51
+0.1% +$11.6K 5.5% 6
2023
Q2 		$12.4M Buy
+53,799
New +$11.7M 5.74% 4

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

Robinswood Financial's VBK Position: Q2 2026 in Review

Robinswood Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.5% in Q2 2026, buying an estimated $297K and bringing the position to 59,919 shares worth $21.9M. The position accounts for 6.28% of the portfolio, ranked #1.

Robinswood Financial first reported a position in VBK in Q2 2023 and has held it in 13 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Robinswood Financial held 59,919 shares of Vanguard Morningstar Small-Cap Growth ETF worth $21.9M as of Q2 2026.
  • Robinswood Financial bought 872 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $297K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 6.28% of Robinswood Financial's portfolio in Q2 2026, its #1 holding.
  • Robinswood Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.