Sutton Place Investors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sutton Place Investors’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	$347K	Hold	949	–	–	0.17%	105
2026 Q1	$287K	Buy	949 +1	+0.1%	+$314	0.16%	108
2025 Q4	$286K	Buy	948 +1	+0.1%	+$302	0.16%	106
2025 Q3	$282K	Hold	947	–	–	0.16%	104
2025 Q2	$262K	Hold	947	–	–	0.16%	103
2025 Q1	$238K	Hold	947	–	–	0.16%	96
2024 Q4	$265K	Hold	947	–	–	0.15%	113
2024 Q3	$253K	Buy	947 +1	+0.1%	+$256	0.15%	107
2024 Q2	$237K	Sell	946 -376	-28%	-$93.8K	0.16%	104
2024 Q1	$345K	Hold	1,322	–	–	0.17%	123
2023 Q4	$320K	Sell	1,322 -32	-2%	-$6.95K	0.23%	100
2023 Q3	$290K	Sell	1,354 -944	-41%	-$215K	0.38%	54
2023 Q2	$528K	Buy	2,298 +901	+64%	+$196K	0.73%	41
2023 Q1	$302K	Hold	1,397	–	–	0.41%	46
2022 Q4	$280K	Buy	+1,397	New	+$286K	0.4%	47
2022 Q2	–	Sell	-947	Closed	-$217K	–	75
2022 Q1	$217K	Hold	947	–	–	0.26%	71
2021 Q4	$267K	Buy	+947	New	+$272K	0.31%	66

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Sutton Place Investors's VBK Position: Q2 2026 in Review

Sutton Place Investors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 949 shares worth $347K. The position accounts for 0.17% of the portfolio, ranked #105.

Sutton Place Investors first reported a position in VBK in Q4 2021 and has held it in 17 quarters since. The position peaked at $528K in Q2 2023. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Sutton Place Investors held 949 shares of Vanguard Morningstar Small-Cap Growth ETF worth $347K as of Q2 2026.
Sutton Place Investors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Sutton Place Investors's portfolio in Q2 2026, its #105 holding.
Sutton Place Investors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
Sutton Place Investors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $528K in Q2 2023.
1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Sutton Place Investors's 13F filing for Q2 2026, filed 6 Aug 2026.