Summit Investment Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Summit Investment Advisory Services’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	–	Sell	-793	Closed	-$240K	–	90
2026 Q1	$240K	Hold	793	–	–	0.09%	75
2025 Q4	$239K	Buy	793 +2	+0.3%	+$603	0.09%	74
2025 Q3	$235K	Buy	791 +37	+5%	+$10.7K	0.09%	68
2025 Q2	$209K	Buy	+754	New	+$194K	0.09%	67
2025 Q1	–	Sell	-753	Closed	-$211K	–	72
2024 Q4	$211K	Buy	753 +1	+0.1%	+$283	0.11%	67
2024 Q3	$201K	Buy	+752	New	+$193K	0.11%	69

Other funds holding VBK

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

LPL Financial San Diego, California $445B AUM 25.58% 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

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return

RWP

RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

Summit Investment Advisory Services's VBK Position: Q2 2026 in Review

Summit Investment Advisory Services sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026, closing a stake of 793 shares — an estimated $240K sold.

Summit Investment Advisory Services first reported a position in VBK in Q3 2024 and held it in 6 quarters. The position peaked at $240K in Q1 2026. 867 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Summit Investment Advisory Services reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Summit Investment Advisory Services sold 793 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $240K.
Summit Investment Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and held it in 6 quarters.
Summit Investment Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $240K in Q1 2026.
867 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Summit Investment Advisory Services's 13F filing for Q2 2026, filed 24 Jul 2026.