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Summit Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Summit Financial’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 		$9.12M Buy
24,941
+2,064
+9% +$703K 0.1% 202
2026
Q1 		$6.91M Buy
22,877
+2,730
+14% +$858K 0.09% 237
2025
Q4 		$6.09M Buy
20,147
+737
+4% +$222K 0.09% 226
2025
Q3 		$5.78M Buy
19,410
+847
+5% +$245K 0.09% 224
2025
Q2 		$5.15M Buy
18,563
+6,529
+54% +$1.68M 0.12% 158
2025
Q1 		$3.03M Buy
12,034
+2,096
+21% +$581K 0.08% 204
2024
Q4 		$2.78M Buy
9,938
+335
+3% +$94.7K 0.1% 166
2024
Q3 		$2.57M Buy
9,603
+1,059
+12% +$271K 0.1% 157
2024
Q2 		$2.14M Buy
8,544
+4,429
+108% +$1.1M 0.1% 150
2024
Q1 		$1.07M Sell
4,115
-2,503
-38% -$615K 0.06% 177
2023
Q4 		$1.6M Buy
6,618
+859
+15% +$186K 0.1% 122
2023
Q3 		$1.23M Buy
5,759
+429
+8% +$97.5K 0.09% 137
2023
Q2 		$1.22M Buy
5,330
+358
+7% +$77.9K 0.09% 135
2023
Q1 		$1.08M Buy
4,972
+273
+6% +$59K 0.09% 109
2022
Q4 		$942K Buy
4,699
+73
+2% +$14.9K 0.09% 118
2022
Q3 		$903K Sell
4,626
-77
-2% -$16.5K 0.09% 117
2022
Q2 		$927K Buy
4,703
+324
+7% +$70.2K 0.09% 104
2022
Q1 		$1.09M Buy
4,379
+245
+6% +$60.3K 0.08% 110
2021
Q4 		$1.16M Buy
4,134
+135
+3% +$38.7K 0.09% 97
2021
Q3 		$1.12M Buy
3,999
+173
+5% +$49.5K 0.1% 77
2021
Q2 		$1.11M Buy
3,826
+330
+9% +$92.3K 0.11% 45
2021
Q1 		$960K Sell
3,496
-51
-1% -$14.4K 0.13% 29
2020
Q4 		$949K Buy
3,547
+561
+19% +$136K 0.13% 26
2020
Q3 		$642K Buy
2,986
+612
+26% +$129K 0.11% 26
2020
Q2 		$474K Buy
+2,374
New +$429K 0.08% 28

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

Summit Financial's VBK Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9% in Q2 2026, buying an estimated $703K and bringing the position to 24,941 shares worth $9.12M. The position accounts for 0.1% of the portfolio, ranked #202.

Summit Financial first reported a position in VBK in Q2 2020 and has held it in 25 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Summit Financial held 24,941 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.12M as of Q2 2026.
  • Summit Financial bought 2,064 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $703K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Summit Financial's portfolio in Q2 2026, its #202 holding.
  • Summit Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.