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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
Q2 		$5.31M Hold
14,693
– – 0.17% 103
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
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

Smartleaf Asset Management's VBK Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 14,693 shares worth $5.31M. The position accounts for 0.17% of the portfolio, ranked #103.

Smartleaf Asset Management first reported a position in VBK in Q4 2023 and has held it in 11 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Smartleaf Asset Management held 14,693 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.31M as of Q2 2026.
  • Smartleaf Asset Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Smartleaf Asset Management's portfolio in Q2 2026, its #103 holding.
  • Smartleaf Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.