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SBI Securities’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

SBI Securities’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 		$604K Sell
1,651
-27
-2% -$9.2K 0.01% 381
2026
Q1 		$507K Sell
1,678
-160
-9% -$50.3K 0.01% 399
2025
Q4 		$555K Sell
1,838
-128
-7% -$38.6K 0.01% 378
2025
Q3 		$585K Sell
1,966
-61
-3% -$17.6K 0.02% 359
2025
Q2 		$561K Sell
2,027
-303
-13% -$78K 0.02% 347
2025
Q1 		$587K Buy
2,330
+466
+25% +$129K 0.02% 320
2024
Q4 		$522K Buy
+1,864
New +$527K 0.02% 337

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

SBI Securities's VBK Position: Q2 2026 in Review

SBI Securities reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.6% in Q2 2026, selling an estimated $9.2K and leaving 1,651 shares worth $604K. The position accounts for 0.01% of the portfolio, ranked #381.

SBI Securities 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.

  • SBI Securities held 1,651 shares of Vanguard Morningstar Small-Cap Growth ETF worth $604K as of Q2 2026.
  • SBI Securities sold 27 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $9.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of SBI Securities's portfolio in Q2 2026, its #381 holding.
  • SBI Securities 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 SBI Securities's 13F filing for Q2 2026, filed 23 Jul 2026.