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StoneX Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

StoneX Group’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 		$664K Sell
1,814
-938
-34% -$320K 0.03% 463
2026
Q1 		$832K Sell
2,752
-3,675
-57% -$1.16M 0.04% 299
2025
Q4 		$1.95M Sell
6,427
-1,725
-21% -$520K 0.08% 188
2025
Q3 		$2.43M Sell
8,152
-63
-0.8% -$18.2K 0.11% 167
2025
Q2 		$2.28M Buy
8,215
+872
+12% +$225K 0.11% 164
2025
Q1 		$1.85M Sell
7,343
-748
-9% -$207K 0.1% 183
2024
Q4 		$2.27M Buy
8,091
+3,094
+62% +$875K 0.12% 156
2024
Q3 		$1.34M Buy
4,997
+583
+13% +$149K 0.1% 170
2024
Q2 		$1.11M Buy
+4,414
New +$1.1M 0.09% 188
2024
Q1 		– Sell
-4,531
Closed -$1.1M – 719
2023
Q4 		$1.1M Buy
4,531
+62
+1% +$13.5K 0.11% 169
2023
Q3 		$957K Sell
4,469
-52
-1% -$11.8K 0.1% 176
2023
Q2 		$1.04M Buy
4,521
+8
+0.2% +$1.74K 0.11% 167
2023
Q1 		$977K Buy
4,513
+7
+0.2% +$1.51K 0.11% 169
2022
Q4 		$904K Sell
4,506
-32
-0.7% -$6.55K 0.11% 178
2022
Q3 		$886K Sell
4,538
-418
-8% -$89.7K 0.12% 164
2022
Q2 		$977K Buy
4,956
+475
+11% +$103K 0.12% 166
2022
Q1 		$1.11M Sell
4,481
-26
-0.6% -$6.4K 0.09% 198
2021
Q4 		$1.27M Buy
+4,507
New +$1.29M 0.15% 140
2021
Q1 		– Sell
-879
Closed -$235K – 442
2020
Q4 		$235K Buy
+879
New +$213K 0.05% 315

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

StoneX Group's VBK Position: Q2 2026 in Review

StoneX Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 34% in Q2 2026, selling an estimated $320K and leaving 1,814 shares worth $664K. The position accounts for 0.03% of the portfolio, ranked #463.

StoneX Group first reported a position in VBK in Q4 2020 and has held it in 19 quarters since. The position peaked at $2.43M in Q3 2025. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • StoneX Group held 1,814 shares of Vanguard Morningstar Small-Cap Growth ETF worth $664K as of Q2 2026.
  • StoneX Group sold 938 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of StoneX Group's portfolio in Q2 2026, its #463 holding.
  • StoneX Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • StoneX Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.43M in Q3 2025.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.