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VBK icon

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

SignatureFD’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 		$623K Buy
1,703
+164
+11% +$55.9K 0.01% 581
2026
Q1 		$465K Buy
1,539
+8
+0.5% +$2.51K 0.01% 645
2025
Q4 		$463K Buy
1,531
+93
+6% +$28.1K 0.01% 633
2025
Q3 		$428K Hold
1,438
– – 0.01% 644
2025
Q2 		$398K Hold
1,438
– – 0.01% 641
2025
Q1 		$362K Buy
1,438
+450
+46% +$125K 0.01% 649
2024
Q4 		$277K Buy
988
+300
+44% +$84.8K 0.01% 743
2024
Q3 		$184K Sell
688
-300
-30% -$76.9K ﹤0.01% 911
2024
Q2 		$247K Hold
988
– – 0.01% 731
2024
Q1 		$258K Sell
988
-33
-3% -$8.11K 0.01% 733
2023
Q4 		$247K Sell
1,021
-35
-3% -$7.6K 0.01% 711
2023
Q3 		$226K Sell
1,056
-519
-33% -$118K 0.01% 698
2023
Q2 		$362K Buy
1,575
+567
+56% +$123K 0.01% 556
2023
Q1 		$218K Sell
1,008
-370
-27% -$80K 0.01% 699
2022
Q4 		$276K Buy
1,378
+205
+17% +$41.9K 0.01% 595
2022
Q3 		$229K Buy
1,173
+3
+0.3% +$644 0.01% 629
2022
Q2 		$231K Sell
1,170
-43
-4% -$9.32K 0.01% 645
2022
Q1 		$301K Buy
1,213
+58
+5% +$14.3K 0.01% 579
2021
Q4 		$325K Sell
1,155
-107
-8% -$30.7K 0.01% 543
2021
Q3 		$354K Sell
1,262
-38
-3% -$10.9K 0.01% 483
2021
Q2 		$377K Sell
1,300
-48
-4% -$13.4K 0.02% 447
2021
Q1 		$370K Buy
1,348
+211
+19% +$59.5K 0.02% 389
2020
Q4 		$304K Buy
1,137
+447
+65% +$108K 0.01% 397
2020
Q3 		$148K Sell
690
-1
-0.1% -$211 0.01% 587
2020
Q2 		$138K Hold
691
– – 0.01% 571
2020
Q1 		$104K Sell
691
-410
-37% -$76.1K 0.01% 625
2019
Q4 		$219K Hold
1,101
– – 0.02% 435
2019
Q3 		$200K Buy
1,101
+199
+22% +$37.1K 0.02% 409
2019
Q2 		$168K Hold
902
– – 0.01% 455
2019
Q1 		$162K Hold
902
– – 0.01% 456
2018
Q4 		$136K Hold
902
– – 0.01% 476
2018
Q3 		$169K Buy
902
+678
+303% +$125K 0.02% 465
2018
Q2 		$39K Hold
224
– – ﹤0.01% 945
2018
Q1 		$37K Buy
+224
New +$36.9K ﹤0.01% 842
2016
Q4 		– Sell
-108
Closed -$14K – 1182
2016
Q3 		$14K Hold
108
– – ﹤0.01% 933
2016
Q2 		$13K Sell
108
-13
-11% -$1.58K ﹤0.01% 853
2016
Q1 		$14K Buy
121
+13
+12% +$1.45K ﹤0.01% 758
2015
Q4 		$13K Sell
108
-145
-57% -$17.9K ﹤0.01% 681
2015
Q3 		$30K Hold
253
– – 0.01% 442
2015
Q2 		$34K Hold
253
– – 0.01% 386
2015
Q1 		$33K Buy
253
+108
+74% +$14K 0.01% 365
2014
Q4 		$18K Hold
145
– – ﹤0.01% 426
2014
Q3 		$17K Sell
145
-86
-37% -$10.7K 0.01% 398
2014
Q2 		$29K Hold
231
– – 0.01% 318
2014
Q1 		$29K Buy
+231
New +$28.6K 0.01% 277

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

SignatureFD's VBK Position: Q2 2026 in Review

SignatureFD increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 11% in Q2 2026, buying an estimated $55.9K and bringing the position to 1,703 shares worth $623K. The position accounts for 0.01% of the portfolio, ranked #581.

SignatureFD first reported a position in VBK in Q1 2014 and has held it in 45 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SignatureFD held 1,703 shares of Vanguard Morningstar Small-Cap Growth ETF worth $623K as of Q2 2026.
  • SignatureFD bought 164 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $55.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of SignatureFD's portfolio in Q2 2026, its #581 holding.
  • SignatureFD first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 45 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SignatureFD's 13F filing for Q2 2026, filed 24 Jul 2026.