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

Savant 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 		$68.8M Buy
200,771
+137,447
+217% +$46.8M 0.2% 73
2026
Q1 		$19.1M Buy
63,324
+27,393
+76% +$8.61M 0.09% 128
2025
Q4 		$10.9M Sell
35,931
-40,951
-53% -$12.4M 0.06% 166
2025
Q3 		$22.9M Sell
76,882
-200
-0.3% -$57.7K 0.14% 103
2025
Q2 		$21.3M Buy
77,082
+53,943
+233% +$13.9M 0.15% 92
2025
Q1 		$5.83M Sell
23,139
-380
-2% -$105K 0.05% 192
2024
Q4 		$6.59M Sell
23,519
-1,062
-4% -$300K 0.05% 201
2024
Q3 		$6.57M Sell
24,581
-1,121
-4% -$287K 0.05% 188
2024
Q2 		$6.43M Sell
25,702
-323
-1% -$80.6K 0.06% 176
2024
Q1 		$6.79M Buy
26,025
+929
+4% +$228K 0.08% 159
2023
Q4 		$6.07M Sell
25,096
-10,365
-29% -$2.25M 0.08% 166
2023
Q3 		$7.59M Sell
35,461
-10,164
-22% -$2.31M 0.11% 132
2023
Q2 		$10.5M Sell
45,625
-15,392
-25% -$3.35M 0.16% 107
2023
Q1 		$13.2M Buy
61,017
+602
+1% +$130K 0.25% 72
2022
Q4 		$11.9M Buy
60,415
+3,173
+6% +$649K 0.29% 53
2022
Q3 		$11.2M Buy
57,242
+52,630
+1,141% +$11.3M 0.35% 47
2022
Q2 		$909K Sell
4,612
-10
-0.2% -$2.17K 0.03% 244
2022
Q1 		$1.15M Hold
4,622
– – 0.04% 220
2021
Q4 		$1.3M Buy
4,622
+64
+1% +$18.4K 0.04% 212
2021
Q3 		$1.28M Sell
4,558
-26
-0.6% -$7.44K 0.05% 198
2021
Q2 		$1.33M Sell
4,584
-40
-0.9% -$11.2K 0.05% 179
2021
Q1 		$1.27M Buy
4,624
+238
+5% +$67.1K 0.07% 165
2020
Q4 		$1.17M Sell
4,386
-690
-14% -$167K 0.07% 173
2020
Q3 		$1.09M Sell
5,076
-832
-14% -$176K 0.07% 170
2020
Q2 		$1.18M Sell
5,908
-74
-1% -$13.4K 0.09% 151
2020
Q1 		$899K Buy
5,982
+4,869
+437% +$904K 0.09% 164
2019
Q4 		$221K Sell
1,113
-2
-0.2% -$379 0.03% 326
2019
Q3 		$203K Hold
1,115
– – 0.03% 316
2019
Q2 		$208K Buy
1,115
+2
+0.2% +$364 0.03% 316
2019
Q1 		$200K Buy
+1,113
New +$191K 0.04% 274
2018
Q4 		– Sell
-1,113
Closed -$208K – 292
2018
Q3 		$208K Buy
+1,113
New +$205K 0.04% 282

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

Savant Capital's VBK Position: Q2 2026 in Review

Savant Capital increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 217% in Q2 2026, buying an estimated $46.8M and bringing the position to 200,771 shares worth $68.8M. The position accounts for 0.2% of the portfolio, ranked #73.

Savant Capital first reported a position in VBK in Q3 2018 and has held it in 31 quarters since. 1,278 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Savant Capital held 200,771 shares of Vanguard Morningstar Small-Cap Growth ETF worth $68.8M as of Q2 2026.
  • Savant Capital bought 137,447 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $46.8M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of Savant Capital's portfolio in Q2 2026, its #73 holding.
  • Savant Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 31 quarters since.
  • 1,278 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Savant Capital's 13F filing for Q2 2026, filed 10 Aug 2026.