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

Stewardship 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
Q2 		$447K Sell
1,221
-31
-2% -$10.6K 0.09% 103
2026
Q1 		$378K Buy
1,252
+144
+13% +$45.3K 0.09% 107
2025
Q4 		$335K Buy
1,108
+34
+3% +$10.3K 0.08% 110
2025
Q3 		$320K Hold
1,074
– – 0.08% 109
2025
Q2 		$297K Buy
1,074
+57
+6% +$14.7K 0.08% 108
2025
Q1 		$256K Buy
1,017
+141
+16% +$39.1K 0.07% 121
2024
Q4 		$245K Buy
876
+74
+9% +$20.9K 0.07% 128
2024
Q3 		$214K Buy
+802
New +$205K 0.06% 136
2023
Q1 		– Sell
-35,178
Closed -$7.05M – 53
2022
Q4 		$7.05M Buy
35,178
+815
+2% +$167K 2.84% 13
2022
Q3 		$6.71M Buy
34,363
+180
+0.5% +$38.6K 2.9% 14
2022
Q2 		$6.74M Buy
34,183
+29
+0.1% +$6.29K 2.83% 12
2022
Q1 		$8.47M Buy
+34,154
New +$8.41M 3.12% 10

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Stewardship Advisors's VBK Position: Q2 2026 in Review

Stewardship Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.5% in Q2 2026, selling an estimated $10.6K and leaving 1,221 shares worth $447K. The position accounts for 0.09% of the portfolio, ranked #103.

Stewardship Advisors first reported a position in VBK in Q1 2022 and has held it in 12 quarters since. The position peaked at $8.47M in Q1 2022. 639 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Stewardship Advisors held 1,221 shares of Vanguard Morningstar Small-Cap Growth ETF worth $447K as of Q2 2026.
  • Stewardship Advisors sold 31 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $10.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Stewardship Advisors's portfolio in Q2 2026, its #103 holding.
  • Stewardship Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 12 quarters since.
  • Stewardship Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8.47M in Q1 2022.
  • 639 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Stewardship Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.