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Seek First’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Seek First’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 		$5.88M Buy
16,084
+111
+0.7% +$37.8K 3.71% 7
2026
Q1 		$4.83M Buy
15,973
+1,600
+11% +$503K 3.4% 7
2025
Q4 		$4.34M Buy
14,373
+159
+1% +$48K 2.99% 8
2025
Q3 		$4.23M Buy
14,214
+198
+1% +$57.2K 3.04% 9
2025
Q2 		$3.88M Buy
14,016
+788
+6% +$203K 3.14% 9
2025
Q1 		$3.33M Buy
+13,228
New +$3.67M 2.96% 8

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Seek First's VBK Position: Q2 2026 in Review

Seek First increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.69% in Q2 2026, buying an estimated $37.8K and bringing the position to 16,084 shares worth $5.88M. The position accounts for 3.71% of the portfolio, ranked #7.

Seek First first reported a position in VBK in Q1 2025 and has held it in 6 quarters since. 625 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Seek First held 16,084 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.88M as of Q2 2026.
  • Seek First bought 111 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $37.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.71% of Seek First's portfolio in Q2 2026, its #7 holding.
  • Seek First first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 625 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Seek First's 13F filing for Q2 2026, filed 28 Jul 2026.