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Salem Investment Counselors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Salem Investment Counselors’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 		$468K Hold
1,281
– – 0.01% 308
2026
Q1 		$387K Buy
1,281
+20
+2% +$6.29K 0.01% 310
2025
Q4 		$381K Sell
1,261
-172
-12% -$51.9K 0.01% 310
2025
Q3 		$427K Buy
1,433
+135
+10% +$39K 0.01% 297
2025
Q2 		$360K Sell
1,298
-740
-36% -$191K 0.01% 310
2025
Q1 		$513K Sell
2,038
-100
-5% -$27.7K 0.02% 256
2024
Q4 		$599K Hold
2,138
– – 0.02% 251
2024
Q3 		$572K Buy
2,138
+90
+4% +$23.1K 0.02% 259
2024
Q2 		$513K Sell
2,048
-31
-1% -$7.73K 0.02% 260
2024
Q1 		$542K Hold
2,079
– – 0.02% 258
2023
Q4 		$503K Buy
2,079
+56
+3% +$12.2K 0.02% 250
2023
Q3 		$433K Buy
2,023
+30
+2% +$6.82K 0.02% 255
2023
Q2 		$458K Hold
1,993
– – 0.02% 249
2023
Q1 		$431K Sell
1,993
-47
-2% -$10.2K 0.02% 254
2022
Q4 		$409K Sell
2,040
-60
-3% -$12.3K 0.02% 257
2022
Q3 		$410K Buy
2,100
+331
+19% +$71K 0.02% 242
2022
Q2 		$349K Buy
1,769
+347
+24% +$75.2K 0.02% 277
2022
Q1 		$353K Sell
1,422
-435
-23% -$107K 0.01% 287
2021
Q4 		$523K Sell
1,857
-80
-4% -$22.9K 0.02% 265
2021
Q3 		$543K Sell
1,937
-65
-3% -$18.6K 0.03% 235
2021
Q2 		$580K Buy
2,002
+269
+16% +$75.3K 0.03% 224
2021
Q1 		$476K Buy
1,733
+296
+21% +$83.4K 0.03% 211
2020
Q4 		$385K Buy
1,437
+155
+12% +$37.5K 0.03% 226
2020
Q3 		$276K Buy
1,282
+165
+15% +$34.9K 0.02% 224
2020
Q2 		$223K Buy
1,117
+557
+99% +$101K 0.02% 232
2020
Q1 		$84K Hold
560
– – 0.01% 290
2019
Q4 		$111K Hold
560
– – 0.01% 293
2019
Q3 		$102K Hold
560
– – 0.01% 299
2019
Q2 		$104K Buy
+560
New +$102K 0.01% 296
2017
Q2 		– Sell
-450
Closed -$63K – 762
2017
Q1 		$63K Hold
450
– – 0.01% 360
2016
Q4 		$60K Hold
450
– – 0.01% 338
2016
Q3 		$593 Buy
+450
New +$58.6K 0.01% 303

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
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
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
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
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return

Salem Investment Counselors's VBK Position: Q2 2026 in Review

Salem Investment Counselors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,281 shares worth $468K. The position accounts for 0.01% of the portfolio, ranked #308.

Salem Investment Counselors first reported a position in VBK in Q3 2016 and has held it in 32 quarters since. The position peaked at $599K in Q4 2024. 588 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Salem Investment Counselors held 1,281 shares of Vanguard Morningstar Small-Cap Growth ETF worth $468K as of Q2 2026.
  • Salem Investment Counselors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Salem Investment Counselors's portfolio in Q2 2026, its #308 holding.
  • Salem Investment Counselors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2016 and has held it in 32 quarters since.
  • Salem Investment Counselors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $599K in Q4 2024.
  • 588 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Salem Investment Counselors's 13F filing for Q2 2026, filed 14 Jul 2026.