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Snowden Capital Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Snowden Capital Advisors’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 		$1.63M Sell
5,392
-476
-8% -$150K 0.04% 389
2025
Q4 		$1.77M Buy
5,868
+881
+18% +$266K 0.05% 362
2025
Q3 		$1.49M Buy
4,987
+3,012
+153% +$870K 0.04% 401
2025
Q2 		$548K Sell
1,975
-12
-0.6% -$3.09K 0.02% 724
2025
Q1 		$500K Sell
1,987
-51
-3% -$14.1K 0.02% 740
2024
Q4 		$571K Buy
2,038
+99
+5% +$28K 0.02% 723
2024
Q3 		$518K Sell
1,939
-7
-0.4% -$1.79K 0.02% 756
2024
Q2 		$488K Buy
1,946
+70
+4% +$17.5K 0.01% 760
2024
Q1 		$489K Buy
1,876
+403
+27% +$99K 0.02% 772
2023
Q4 		$356K Buy
1,473
+75
+5% +$16.3K 0.01% 848
2023
Q3 		$299K Sell
1,398
-840
-38% -$191K 0.01% 860
2023
Q2 		$514K Sell
2,238
-47
-2% -$10.2K 0.02% 720
2023
Q1 		$494K Sell
2,285
-715
-24% -$155K 0.02% 737
2022
Q4 		$602K Buy
3,000
+608
+25% +$124K 0.03% 631
2022
Q3 		$466K Buy
2,392
+505
+27% +$108K 0.02% 681
2022
Q2 		$371K Buy
1,887
+171
+10% +$37.1K 0.02% 770
2022
Q1 		$425K Buy
1,716
+581
+51% +$143K 0.02% 688
2021
Q4 		$319K Sell
1,135
-85
-7% -$24.4K 0.02% 557
2021
Q3 		$342K Sell
1,220
-22
-2% -$6.3K 0.02% 644
2021
Q2 		$360K Buy
+1,242
New +$347K 0.02% 641

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Snowden Capital Advisors's VBK Position: Q1 2026 in Review

Snowden Capital Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.1% in Q1 2026, selling an estimated $150K and leaving 5,392 shares worth $1.63M. The position accounts for 0.04% of the portfolio, ranked #389.

Snowden Capital Advisors first reported a position in VBK in Q2 2021 and has held it in 20 quarters since. The position peaked at $1.77M in Q4 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • Snowden Capital Advisors held 5,392 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.63M as of Q1 2026.
  • Snowden Capital Advisors sold 476 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $150K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Snowden Capital Advisors's portfolio in Q1 2026, its #389 holding.
  • Snowden Capital Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Snowden Capital Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.77M in Q4 2025.
  • 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Snowden Capital Advisors's 13F filing for Q1 2026, filed 15 May 2026.