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

SJBenen ADVISORY’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 		$232K Buy
+650
New +$221K 0.13% 32

Other funds holding VBK

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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

SJBenen ADVISORY's VBK Position: Q2 2026 in Review

SJBenen ADVISORY opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 650 shares worth $232K. The stake represents 0.13% of the portfolio and ranks #32 among its holdings.

1,228 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SJBenen ADVISORY held 650 shares of Vanguard Morningstar Small-Cap Growth ETF worth $232K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new SJBenen ADVISORY position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of SJBenen ADVISORY's portfolio in Q2 2026, its #32 holding.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SJBenen ADVISORY's 13F filing for Q2 2026, filed 11 Aug 2026.