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TD Private Client Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

TD Private Client Wealth’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 		$501K Buy
1,369
+37
+3% +$12.6K 0.01% 504
2026
Q1 		$403K Sell
1,332
-1,619
-55% -$509K 0.01% 521
2025
Q4 		$892K Sell
2,951
-14
-0.5% -$4.22K 0.02% 381
2025
Q3 		$882K Buy
2,965
+364
+14% +$105K 0.02% 387
2025
Q2 		$720K Sell
2,601
-112
-4% -$28.8K 0.02% 415
2025
Q1 		$683K Sell
2,713
-6,577
-71% -$1.82M 0.02% 396
2024
Q4 		$2.6M Sell
9,290
-96
-1% -$27.1K 0.07% 186
2024
Q3 		$2.51M Buy
9,386
+16
+0.2% +$4.1K 0.07% 210
2024
Q2 		$2.34M Buy
9,370
+3
+0% +$748 0.07% 207
2024
Q1 		$2.44M Buy
9,367
+521
+6% +$128K 0.08% 200
2023
Q4 		$2.14M Buy
8,846
+76
+0.9% +$16.5K 0.08% 210
2023
Q3 		$1.88M Buy
8,770
+28
+0.3% +$6.36K 0.08% 212
2023
Q2 		$2.01M Buy
8,742
+1,628
+23% +$354K 0.09% 224
2023
Q1 		$1.54M Sell
7,114
-353
-5% -$76.3K 0.07% 263
2022
Q4 		$1.5M Buy
7,467
+620
+9% +$127K 0.07% 259
2022
Q3 		$1.34M Sell
6,847
-80
-1% -$17.2K 0.07% 261
2022
Q2 		$1.36M Buy
6,927
+1,720
+33% +$373K 0.07% 268
2022
Q1 		$1.29M Buy
5,207
+1,827
+54% +$450K 0.06% 300
2021
Q4 		$952K Sell
3,380
-65
-2% -$18.6K 0.04% 346
2021
Q3 		$965K Sell
3,445
-735
-18% -$210K 0.04% 329
2021
Q2 		$1.21M Buy
4,180
+335
+9% +$93.7K 0.05% 313
2021
Q1 		$1.06M Buy
3,845
+1,206
+46% +$340K 0.05% 308
2020
Q4 		$706K Buy
2,639
+687
+35% +$166K 0.04% 338
2020
Q3 		$420K Sell
1,952
-55
-3% -$11.6K 0.02% 377
2020
Q2 		$401K Sell
2,007
-468
-19% -$84.5K 0.02% 377
2020
Q1 		$372K Sell
2,475
-8
-0.3% -$1.49K 0.03% 367
2019
Q4 		$493K Buy
+2,483
New +$471K 0.03% 349

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

TD Private Client Wealth's VBK Position: Q2 2026 in Review

TD Private Client Wealth increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.8% in Q2 2026, buying an estimated $12.6K and bringing the position to 1,369 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #504.

TD Private Client Wealth first reported a position in VBK in Q4 2019 and has held it in 27 quarters since. The position peaked at $2.6M in Q4 2024. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • TD Private Client Wealth held 1,369 shares of Vanguard Morningstar Small-Cap Growth ETF worth $501K as of Q2 2026.
  • TD Private Client Wealth bought 37 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $12.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #504 holding.
  • TD Private Client Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.6M in Q4 2024.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.