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Sellwood Investment Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sellwood Investment Partners’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 		$655K Buy
+1,790
New +$610K 0.23% 31

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Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 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

Sellwood Investment Partners's VBK Position: Q2 2026 in Review

Sellwood Investment Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 1,790 shares worth $655K. The stake represents 0.23% of the portfolio and ranks #31 among its holdings.

717 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Sellwood Investment Partners held 1,790 shares of Vanguard Morningstar Small-Cap Growth ETF worth $655K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Sellwood Investment Partners position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.23% of Sellwood Investment Partners's portfolio in Q2 2026, its #31 holding.
  • 717 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sellwood Investment Partners's 13F filing for Q2 2026, filed 28 Jul 2026.