Roble Belko & Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Roble Belko & Company’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	$372K	Hold	1,017	–	–	0.04%	103
2026 Q1	$307K	Buy	1,017 +1,014	+33,800%	+$319K	0.04%	104
2025 Q4	$1K	Hold	3	–	–	﹤0.01%	446
2025 Q3	$1K	Buy	+3	New	+$866	﹤0.01%	416
2025 Q2	–	Sell	-64	Closed	-$16K	–	480
2025 Q1	$16K	Hold	64	–	–	﹤0.01%	235
2024 Q4	$18K	Buy	64 +1	+2%	+$283	﹤0.01%	222
2024 Q3	$17K	Hold	63	–	–	﹤0.01%	215
2024 Q2	$16K	Hold	63	–	–	﹤0.01%	220
2024 Q1	$17K	Hold	63	–	–	﹤0.01%	226
2023 Q4	$15K	Buy	63 +20	+47%	+$4.34K	﹤0.01%	217
2023 Q3	$9K	Buy	+43	New	+$9.77K	﹤0.01%	221

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

Roble Belko & Company's VBK Position: Q2 2026 in Review

Roble Belko & Company held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,017 shares worth $372K. The position accounts for 0.04% of the portfolio, ranked #103.

Roble Belko & Company first reported a position in VBK in Q3 2023 and has held it in 11 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Roble Belko & Company held 1,017 shares of Vanguard Morningstar Small-Cap Growth ETF worth $372K as of Q2 2026.
Roble Belko & Company left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Roble Belko & Company's portfolio in Q2 2026, its #103 holding.
Roble Belko & Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Roble Belko & Company's 13F filing for Q2 2026, filed 24 Jul 2026.