Smartleaf Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Smartleaf Asset Management’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 Q1	$4.26M	Buy	14,693 +1,712	+13%	+$538K	0.15%	119
2025 Q4	$3.96M	Buy	12,981 +10,351	+394%	+$3.12M	0.15%	124
2025 Q3	$785K	Buy	2,630 +900	+52%	+$260K	0.05%	370
2025 Q2	$478K	Sell	1,730 -312	-15%	-$80.3K	0.04%	383
2025 Q1	$517K	Buy	2,042 +982	+93%	+$272K	0.05%	357
2024 Q4	$297K	Buy	1,060 +126	+13%	+$35.6K	0.03%	440
2024 Q3	$250K	Buy	934 +182	+24%	+$46.6K	0.03%	435
2024 Q2	$188K	Buy	752 +349	+87%	+$87.1K	0.03%	395
2024 Q1	$105K	Buy	403 +225	+126%	+$55.3K	0.02%	503
2023 Q4	$43.8K	Buy	+178	New	+$38.6K	0.01%	554

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Smartleaf Asset Management's VBK Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 13% in Q1 2026, buying an estimated $538K and bringing the position to 14,693 shares worth $4.26M. The position accounts for 0.15% of the portfolio, ranked #119.

Smartleaf Asset Management first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Smartleaf Asset Management held 14,693 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.26M as of Q1 2026.
Smartleaf Asset Management bought 1,712 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $538K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Smartleaf Asset Management's portfolio in Q1 2026, its #119 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.