Signature Estate & Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $642K | Sell |
1,756
-1,459
| -45% | -$497K | 0.01% | 381 |
|
|
2026
Q1 | $972K | Sell |
3,215
-8
| -0.2% | -$2.51K | 0.02% | 276 |
|
|
2025
Q4 | $974K | Buy |
3,223
+15
| +0.5% | +$4.53K | 0.02% | 257 |
|
|
2025
Q3 | $955K | Sell |
3,208
-71
| -2% | -$20.5K | 0.02% | 256 |
|
|
2025
Q2 | $908K | Sell |
3,279
-320
| -9% | -$82.4K | 0.02% | 249 |
|
|
2025
Q1 | $906K | Sell |
3,599
-608
| -14% | -$168K | 0.02% | 234 |
|
|
2024
Q4 | $1.18M | Sell |
4,207
-10
| -0.2% | -$2.83K | 0.03% | 189 |
|
|
2024
Q3 | $1.13M | Sell |
4,217
-772
| -15% | -$198K | 0.03% | 186 |
|
|
2024
Q2 | $1.25M | Buy |
4,989
+1,454
| +41% | +$363K | 0.03% | 164 |
|
|
2024
Q1 | $922K | Sell |
3,535
-931
| -21% | -$229K | 0.03% | 96 |
|
|
2023
Q4 | $1.08M | Sell |
4,466
-519
| -10% | -$113K | 0.03% | 101 |
|
|
2023
Q3 | $1.07M | Buy |
4,985
+124
| +3% | +$28.2K | 0.04% | 91 |
|
|
2023
Q2 | $1.12M | Buy |
4,861
+451
| +10% | +$98.1K | 0.04% | 93 |
|
|
2023
Q1 | $954K | Sell |
4,410
-68
| -2% | -$14.7K | 0.03% | 97 |
|
|
2022
Q4 | $898K | Sell |
4,478
-124
| -3% | -$25.4K | 0.03% | 101 |
|
|
2022
Q3 | $898K | Buy |
4,602
+13
| +0.3% | +$2.79K | 0.04% | 95 |
|
|
2022
Q2 | $904K | Buy |
4,589
+112
| +3% | +$24.3K | 0.05% | 96 |
|
|
2022
Q1 | $1.11M | Sell |
4,477
-66
| -1% | -$16.3K | 0.05% | 90 |
|
|
2021
Q4 | $1.28M | Buy |
4,543
+185
| +4% | +$53.1K | 0.06% | 87 |
|
|
2021
Q3 | $1.22M | Buy |
4,358
+150
| +4% | +$42.9K | 0.06% | 84 |
|
|
2021
Q2 | $1.22M | Sell |
4,208
-118
| -3% | -$33K | 0.05% | 85 |
|
|
2021
Q1 | $1.19M | Sell |
4,326
-102
| -2% | -$28.8K | 0.06% | 88 |
|
|
2020
Q4 | $1.19M | Sell |
4,428
-499
| -10% | -$121K | 0.06% | 89 |
|
|
2020
Q3 | $1.06M | Sell |
4,927
-119
| -2% | -$25.1K | 0.07% | 90 |
|
|
2020
Q2 | $1.01M | Sell |
5,046
-649
| -11% | -$117K | 0.07% | 89 |
|
|
2020
Q1 | $856K | Sell |
5,695
-6,703
| -54% | -$1.24M | 0.07% | 93 |
|
|
2019
Q4 | $2.46M | Sell |
12,398
-363
| -3% | -$68.9K | 0.15% | 68 |
|
|
2019
Q3 | $2.32M | Buy |
12,761
+79
| +0.6% | +$14.7K | 0.15% | 65 |
|
|
2019
Q2 | $2.36M | Buy |
12,682
+506
| +4% | +$92K | 0.16% | 66 |
|
|
2019
Q1 | $2.19M | Sell |
12,176
-1,568
| -11% | -$269K | 0.15% | 70 |
|
|
2018
Q4 | $2.07M | Sell |
13,744
-258
| -2% | -$42.6K | 0.18% | 65 |
|
|
2018
Q3 | $2.62M | Sell |
14,002
-923
| -6% | -$170K | 0.24% | 56 |
|
|
2018
Q2 | $2.62M | Sell |
14,925
-741
| -5% | -$127K | 0.25% | 58 |
|
|
2018
Q1 | $2.57M | Sell |
15,666
-3,230
| -17% | -$533K | 0.26% | 59 |
|
|
2017
Q4 | $3.04M | Sell |
18,896
-430
| -2% | -$67.6K | 0.31% | 54 |
|
|
2017
Q3 | $2.95M | Sell |
19,326
-48,117
| -71% | -$7.07M | 0.33% | 51 |
|
|
2017
Q2 | $9.83M | Buy |
67,443
+6,153
| +10% | +$882K | 1.17% | 32 |
|
|
2017
Q1 | $8.62M | Buy |
61,290
+9,387
| +18% | +$1.3M | 1.08% | 34 |
|
|
2016
Q4 | $6.91M | Sell |
51,903
-2,601
| -5% | -$340K | 0.96% | 36 |
|
|
2016
Q3 | $7.18M | Buy |
54,504
+3,029
| +6% | +$394K | 1.05% | 36 |
|
|
2016
Q2 | $6.38M | Sell |
51,475
-391
| -0.8% | -$47.4K | 1.02% | 33 |
|
|
2016
Q1 | $6.17M | Buy |
51,866
+12,078
| +30% | +$1.34M | 1.01% | 33 |
|
|
2015
Q4 | $4.83M | Buy |
39,788
+4,613
| +13% | +$569K | 0.83% | 38 |
|
|
2015
Q3 | $4.14M | Buy |
35,175
+4,746
| +16% | +$614K | 0.86% | 39 |
|
|
2015
Q2 | $4.08M | Buy |
30,429
+4,649
| +18% | +$627K | 0.91% | 35 |
|
|
2015
Q1 | $3.4M | Buy |
25,780
+4,369
| +20% | +$566K | 0.9% | 34 |
|
|
2014
Q4 | $2.7M | Buy |
21,411
+7,251
| +51% | +$891K | 0.9% | 33 |
|
|
2014
Q3 | $1.7M | Buy |
14,160
+2,557
| +22% | +$317K | 0.61% | 39 |
|
|
2014
Q2 | $1.48M | Buy |
11,603
+657
| +6% | +$79.7K | 0.52% | 39 |
|
|
2014
Q1 | $1.36M | Buy |
10,946
+503
| +5% | +$62.3K | 0.53% | 39 |
|
|
2013
Q4 | $1.28M | Buy |
10,443
+1,643
| +19% | +$194K | 0.63% | 37 |
|
|
2013
Q3 | $1.01M | Buy |
8,800
+1,407
| +19% | +$155K | 0.58% | 34 |
|
|
2013
Q2 | $761K | Buy |
+7,393
| New | +$748K | 0.55% | 33 |
|
Other funds holding VBK
MG
CK
CL
RWP
Signature Estate & Investment Advisors's VBK Position: Q2 2026 in Review
Signature Estate & Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 45% in Q2 2026, selling an estimated $497K and leaving 1,756 shares worth $642K. The position accounts for 0.01% of the portfolio, ranked #381.
Signature Estate & Investment Advisors first reported a position in VBK in Q2 2013 and has held it in 53 quarters since. The position peaked at $9.83M in Q2 2017. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.
- Signature Estate & Investment Advisors held 1,756 shares of Vanguard Morningstar Small-Cap Growth ETF worth $642K as of Q2 2026.
- Signature Estate & Investment Advisors sold 1,459 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $497K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Signature Estate & Investment Advisors's portfolio in Q2 2026, its #381 holding.
- Signature Estate & Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- Signature Estate & Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $9.83M in Q2 2017.
- 867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.
Based on Signature Estate & Investment Advisors's 13F filing for Q2 2026, filed 14 Jul 2026.