Steigerwald Gordon & Koch’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Steigerwald Gordon & Koch’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	$266K	Hold	727	–	–	0.03%	129
2026 Q1	$220K	Hold	727	–	–	0.02%	130
2025 Q4	$220K	Hold	727	–	–	0.02%	131
2025 Q3	$216K	Buy	727 +1	+0.1%	+$289	0.02%	130
2025 Q2	$201K	Buy	+726	New	+$187K	0.02%	123
2025 Q1	–	Sell	-746	Closed	-$209K	–	127
2024 Q4	$209K	Sell	746 -50	-6%	-$14.1K	0.02%	123
2024 Q3	$213K	Sell	796 -40	-5%	-$10.2K	0.02%	123
2024 Q2	$209K	Sell	836 -30	-3%	-$7.48K	0.03%	118
2024 Q1	$226K	Hold	866	–	–	0.03%	116
2023 Q4	$209K	Buy	+866	New	+$188K	0.03%	115
2022 Q2	–	Sell	-845	Closed	-$210K	–	115
2022 Q1	$210K	Hold	845	–	–	0.03%	110
2021 Q4	$238K	Hold	845	–	–	0.04%	108
2021 Q3	$237K	Buy	845 +10	+1%	+$2.86K	0.04%	101
2021 Q2	$242K	Hold	835	–	–	0.04%	98
2021 Q1	$229K	Sell	835 -175	-17%	-$49.3K	0.04%	97
2020 Q4	$270K	Hold	1,010	–	–	0.05%	91
2020 Q3	$217K	Sell	1,010 -319	-24%	-$67.4K	0.05%	94
2020 Q2	$265K	Hold	1,329	–	–	0.07%	79
2020 Q1	$200K	Buy	+1,329	New	+$247K	0.07%	82

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

Steigerwald Gordon & Koch's VBK Position: Q2 2026 in Review

Steigerwald Gordon & Koch held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 727 shares worth $266K. The position accounts for 0.03% of the portfolio, ranked #129.

Steigerwald Gordon & Koch first reported a position in VBK in Q1 2020 and has held it in 19 quarters since. The position peaked at $270K in Q4 2020. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Steigerwald Gordon & Koch held 727 shares of Vanguard Morningstar Small-Cap Growth ETF worth $266K as of Q2 2026.
Steigerwald Gordon & Koch left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Steigerwald Gordon & Koch's portfolio in Q2 2026, its #129 holding.
Steigerwald Gordon & Koch first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2020 and has held it in 19 quarters since.
Steigerwald Gordon & Koch's Vanguard Morningstar Small-Cap Growth ETF position peaked at $270K in Q4 2020.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Steigerwald Gordon & Koch's 13F filing for Q2 2026, filed 23 Jul 2026.