Sapient Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sapient Capital’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	$2.96M	Hold	8,093	–	–	0.04%	134
2026 Q1	$2.45M	Buy	8,093 +103	+1%	+$32.4K	0.04%	142
2025 Q4	$2.44M	Buy	7,990 +6,525	+445%	+$1.97M	0.03%	145
2025 Q3	$438K	Sell	1,465 -24	-2%	-$6.93K	0.01%	274
2025 Q2	$413K	Buy	1,489 +15	+1%	+$3.86K	0.01%	268
2025 Q1	$371K	Buy	1,474 +6	+0.4%	+$1.66K	0.01%	270
2024 Q4	$411K	Buy	+1,468	New	+$415K	0.01%	261

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

Sapient Capital's VBK Position: Q2 2026 in Review

Sapient Capital held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 8,093 shares worth $2.96M. The position accounts for 0.04% of the portfolio, ranked #134.

Sapient Capital first reported a position in VBK in Q4 2024 and has held it in 7 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sapient Capital held 8,093 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.96M as of Q2 2026.
Sapient Capital 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 Sapient Capital's portfolio in Q2 2026, its #134 holding.
Sapient Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sapient Capital's 13F filing for Q2 2026, filed 9 Jul 2026.