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Sanctuary Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sanctuary Advisors’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 		$17.3M Sell
47,227
-656
-1% -$223K 0.08% 255
2026
Q1 		$14.5M Sell
47,883
-1,173
-2% -$369K 0.08% 269
2025
Q4 		$14.8M Buy
49,056
+2,043
+4% +$616K 0.08% 249
2025
Q3 		$14M Buy
47,013
+1,744
+4% +$503K 0.08% 253
2025
Q2 		$12.5M Buy
45,269
+3,154
+7% +$812K 0.08% 266
2025
Q1 		$10.6M Buy
42,115
+992
+2% +$275K 0.07% 272
2024
Q4 		$12.1M Sell
41,123
-1,657
-4% -$468K 0.08% 273
2024
Q3 		$12.7M Buy
42,780
+43
+0.1% +$11K 0.08% 268
2024
Q2 		$10.5M Buy
+42,737
New +$10.7M 0.08% 272

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

Sanctuary Advisors's VBK Position: Q2 2026 in Review

Sanctuary Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, selling an estimated $223K and leaving 47,227 shares worth $17.3M. The position accounts for 0.08% of the portfolio, ranked #255.

Sanctuary Advisors first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sanctuary Advisors held 47,227 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17.3M as of Q2 2026.
  • Sanctuary Advisors sold 656 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $223K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Sanctuary Advisors's portfolio in Q2 2026, its #255 holding.
  • Sanctuary Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.