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Signature Equity Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Signature Equity 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 		$77.1K Hold
211
– – 0.04% 346
2026
Q1 		$63.7K Buy
211
+17
+9% +$5.34K 0.03% 362
2025
Q4 		$58.5K Buy
+194
New +$58.5K 0.03% 365

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AssetMark Inc
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SEI Investments
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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

Signature Equity Partners's VBK Position: Q2 2026 in Review

Signature Equity Partners held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 211 shares worth $77.1K. The position accounts for 0.04% of the portfolio, ranked #346.

Signature Equity Partners first reported a position in VBK in Q4 2025 and has held it in 3 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Signature Equity Partners held 211 shares of Vanguard Morningstar Small-Cap Growth ETF worth $77.1K as of Q2 2026.
  • Signature Equity Partners 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 Signature Equity Partners's portfolio in Q2 2026, its #346 holding.
  • Signature Equity Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Signature Equity Partners's 13F filing for Q2 2026, filed 30 Jul 2026.