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

SouthState Corp’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 		$66.6K Hold
182
– – ﹤0.01% 466
2026
Q1 		$55K Hold
182
– – ﹤0.01% 443
2025
Q4 		$55K Hold
182
– – ﹤0.01% 446
2025
Q3 		$54.2K Sell
182
-128
-41% -$37K ﹤0.01% 446
2025
Q2 		$85.9K Buy
310
+128
+70% +$33K ﹤0.01% 443
2025
Q1 		$45.8K Buy
182
+90
+98% +$24.9K ﹤0.01% 546
2024
Q4 		$25.8K Hold
92
– – ﹤0.01% 412
2024
Q3 		$24.6K Buy
92
+4
+5% +$1.02K ﹤0.01% 420
2024
Q2 		$22K Sell
88
-86
-49% -$21.5K ﹤0.01% 439
2024
Q1 		$45.4K Buy
174
+86
+98% +$21.1K ﹤0.01% 380
2023
Q4 		$21.3K Buy
88
+49
+126% +$10.6K ﹤0.01% 411
2023
Q3 		$8.35K Hold
39
– – ﹤0.01% 487
2023
Q2 		$8.96K Sell
39
-40
-51% -$8.7K ﹤0.01% 476
2023
Q1 		$17.1K Hold
79
– – ﹤0.01% 458
2022
Q4 		$15.8K Buy
79
+13
+20% +$2.66K ﹤0.01% 502
2022
Q3 		$13K Sell
66
-125
-65% -$26.8K ﹤0.01% 512
2022
Q2 		$38K Sell
191
-309
-62% -$67K ﹤0.01% 432
2022
Q1 		$124K Buy
500
+145
+41% +$35.7K 0.01% 333
2021
Q4 		$100K Buy
355
+139
+64% +$39.9K 0.01% 333
2021
Q3 		$61K Buy
+216
New +$61.8K 0.01% 335

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

SouthState Corp's VBK Position: Q2 2026 in Review

SouthState Corp held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 182 shares worth $66.6K. The position accounts for ﹤0.01% of the portfolio, ranked #466.

SouthState Corp first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. The position peaked at $124K in Q1 2022. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • SouthState Corp held 182 shares of Vanguard Morningstar Small-Cap Growth ETF worth $66.6K as of Q2 2026.
  • SouthState Corp left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of SouthState Corp's portfolio in Q2 2026, its #466 holding.
  • SouthState Corp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • SouthState Corp's Vanguard Morningstar Small-Cap Growth ETF position peaked at $124K in Q1 2022.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on SouthState Corp's 13F filing for Q2 2026, filed 6 Aug 2026.