Salomon & Ludwin’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Salomon & Ludwin’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	$424K	Sell	1,206 -41	-3%	-$14K	0.03%	131
2026 Q1	$383K	Sell	1,247 -6	-0.5%	-$1.89K	0.03%	126
2025 Q4	$390K	Buy	1,253 +4	+0.3%	+$1.21K	0.03%	130
2025 Q3	$378K	Sell	1,249 -6	-0.5%	-$1.73K	0.03%	132
2025 Q2	$350K	Sell	1,255 -38	-3%	-$9.79K	0.03%	128
2025 Q1	$326K	Sell	1,293 -33	-2%	-$9.14K	0.03%	122
2024 Q4	$371K	Sell	1,326 -86	-6%	-$24.3K	0.04%	112
2024 Q3	$378K	Sell	1,412 -76	-5%	-$19.5K	0.04%	117
2024 Q2	$372K	Sell	1,488 -397	-21%	-$99K	0.04%	117
2024 Q1	$491K	Sell	1,885 -20	-1%	-$4.91K	0.04%	124
2023 Q4	$408K	Hold	1,905	–	–	0.04%	123
2023 Q3	$408K	Buy	1,905 +92	+5%	+$20.9K	0.04%	123
2023 Q2	$417K	Sell	1,813 -144	-7%	-$31.3K	0.04%	125
2023 Q1	$424K	Hold	1,957	–	–	0.05%	117
2022 Q4	$392K	Buy	+1,957	New	+$400K	0.05%	123

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

Salomon & Ludwin's VBK Position: Q2 2026 in Review

Salomon & Ludwin reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.3% in Q2 2026, selling an estimated $14K and leaving 1,206 shares worth $424K. The position accounts for 0.03% of the portfolio, ranked #131.

Salomon & Ludwin first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $491K in Q1 2024. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Salomon & Ludwin held 1,206 shares of Vanguard Morningstar Small-Cap Growth ETF worth $424K as of Q2 2026.
Salomon & Ludwin sold 41 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $14K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Salomon & Ludwin's portfolio in Q2 2026, its #131 holding.
Salomon & Ludwin first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Salomon & Ludwin's Vanguard Morningstar Small-Cap Growth ETF position peaked at $491K in Q1 2024.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Salomon & Ludwin's 13F filing for Q2 2026, filed 7 Aug 2026.