SHGA
VBK icon

Sand Hill Global Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sand Hill Global 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 		$109M Sell
296,997
-17,289
-6% -$5.89M 3.27% 10
2026
Q1 		$95M Buy
314,286
+8,045
+3% +$2.53M 3.2% 10
2025
Q4 		$92.5M Buy
306,241
+525
+0.2% +$158K 3.23% 9
2025
Q3 		$91M Sell
305,716
-1,449
-0.5% -$418K 3.2% 9
2025
Q2 		$85.1M Buy
307,165
+302,050
+5,905% +$77.8M 3.16% 8
2025
Q1 		$1.29M Buy
5,115
+3,279
+179% +$909K 0.05% 108
2024
Q4 		$514K Buy
1,836
+82
+5% +$23.2K 0.02% 140
2024
Q3 		$469K Sell
1,754
-39
-2% -$9.99K 0.02% 142
2024
Q2 		$448K Buy
1,793
+166
+10% +$41.4K 0.02% 143
2024
Q1 		$424K Sell
1,627
-69,401
-98% -$17M 0.02% 125
2023
Q4 		$17.2M Buy
71,028
+62,517
+735% +$13.6M 0.83% 20
2023
Q3 		$1.82M Buy
8,511
+710
+9% +$161K 0.1% 82
2023
Q2 		$1.79M Sell
7,801
-2,814
-27% -$612K 0.09% 82
2023
Q1 		$2.3M Sell
10,615
-35,592
-77% -$7.69M 0.12% 77
2022
Q4 		$9.27M Buy
46,207
+42,737
+1,232% +$8.74M 0.52% 32
2022
Q3 		$677K Sell
3,470
-72,078
-95% -$15.5M 0.04% 105
2022
Q2 		$14.9M Buy
75,548
+74,042
+4,916% +$16.1M 0.85% 20
2022
Q1 		$374K Sell
1,506
-638
-30% -$157K 0.02% 121
2021
Q4 		$604K Buy
+2,144
New +$615K 0.03% 105

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

Sand Hill Global Advisors's VBK Position: Q2 2026 in Review

Sand Hill Global Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.5% in Q2 2026, selling an estimated $5.89M and leaving 296,997 shares worth $109M. The position accounts for 3.27% of the portfolio, ranked #10.

Sand Hill Global Advisors first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sand Hill Global Advisors held 296,997 shares of Vanguard Morningstar Small-Cap Growth ETF worth $109M as of Q2 2026.
  • Sand Hill Global Advisors sold 17,289 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.89M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.27% of Sand Hill Global Advisors's portfolio in Q2 2026, its #10 holding.
  • Sand Hill Global Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sand Hill Global Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.