STALEY CAPITAL ADVISERS’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

STALEY CAPITAL ADVISERS’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	$208K	Buy	+570	New	+$194K	0.01%	182
2023 Q1	–	Sell	-1,083	Closed	-$217K	–	183
2022 Q4	$217K	Hold	1,083	–	–	0.01%	154
2022 Q3	$211K	Sell	1,083 -46	-4%	-$9.87K	0.01%	155
2022 Q2	$222K	Hold	1,129	–	–	0.01%	154
2022 Q1	$280K	Hold	1,129	–	–	0.01%	151
2021 Q4	$318K	Sell	1,129 -110	-9%	-$31.5K	0.02%	151
2021 Q3	$347K	Hold	1,239	–	–	0.02%	139
2021 Q2	$359K	Buy	1,239 +46	+4%	+$12.9K	0.02%	142
2021 Q1	$328K	Hold	1,193	–	–	0.02%	144
2020 Q4	$319K	Hold	1,193	–	–	0.02%	141
2020 Q3	$256K	Hold	1,193	–	–	0.02%	141
2020 Q2	$238K	Sell	1,193 -205	-15%	-$37K	0.02%	138
2020 Q1	$210K	Hold	1,398	–	–	0.02%	134
2019 Q4	$278K	Buy	+1,398	New	+$265K	0.02%	147

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

STALEY CAPITAL ADVISERS's VBK Position: Q2 2026 in Review

STALEY CAPITAL ADVISERS opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 570 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #182 among its holdings. This is a return to the name: STALEY CAPITAL ADVISERS previously reported a position in VBK as recently as Q4 2022.

STALEY CAPITAL ADVISERS first reported a position in VBK in Q4 2019 and has held it in 14 quarters since. The position peaked at $359K in Q2 2021. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

STALEY CAPITAL ADVISERS held 570 shares of Vanguard Morningstar Small-Cap Growth ETF worth $208K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new STALEY CAPITAL ADVISERS position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of STALEY CAPITAL ADVISERS's portfolio in Q2 2026, its #182 holding.
STALEY CAPITAL ADVISERS first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 14 quarters since.
STALEY CAPITAL ADVISERS's Vanguard Morningstar Small-Cap Growth ETF position peaked at $359K in Q2 2021.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on STALEY CAPITAL ADVISERS's 13F filing for Q2 2026, filed 11 Aug 2026.