Stevens Capital Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stevens Capital Partners’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	$1.24M	Buy	4,102 +641	+19%	+$201K	0.3%	58
2025 Q4	$1.05M	Buy	3,461 +212	+7%	+$64K	0.27%	55
2025 Q3	$967K	Buy	3,249 +46	+1%	+$13.3K	0.29%	50
2025 Q2	$899K	Buy	3,203 +1,527	+91%	+$393K	0.32%	44
2025 Q1	$422K	Buy	1,676 +716	+75%	+$198K	0.2%	48
2024 Q4	$269K	Sell	960 -3	-0.3%	-$848	0.12%	57
2024 Q3	$257K	Buy	963 +3	+0.3%	+$769	0.12%	56
2024 Q2	$240K	Buy	960 +2	+0.2%	+$499	0.12%	54
2024 Q1	$250K	Buy	958 +16	+2%	+$3.93K	0.15%	54
2023 Q4	$228K	Buy	+942	New	+$204K	0.16%	49

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Stevens Capital Partners's VBK Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q1 2026, buying an estimated $201K and bringing the position to 4,102 shares worth $1.24M. The position accounts for 0.3% of the portfolio, ranked #58.

Stevens Capital Partners first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Stevens Capital Partners held 4,102 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.24M as of Q1 2026.
Stevens Capital Partners bought 641 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $201K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.3% of Stevens Capital Partners's portfolio in Q1 2026, its #58 holding.
Stevens Capital Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.