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Tennessee Valley Asset Management Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Tennessee Valley Asset Management Partners’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 		$722K Buy
1,974
+20
+1% +$6.81K 0.08% 114
2026
Q1 		$591K Buy
1,954
+40
+2% +$12.6K 0.08% 107
2025
Q4 		$578K Sell
1,914
-9
-0.5% -$2.71K 0.08% 105
2025
Q3 		$572K Buy
1,923
+9
+0.5% +$2.6K 0.08% 102
2025
Q2 		$530K Buy
1,914
+191
+11% +$49.2K 0.13% 48
2025
Q1 		$434K Sell
1,723
-259
-13% -$71.8K 0.07% 107
2024
Q4 		$555K Hold
1,982
– – 0.09% 87
2024
Q3 		$534K Buy
1,982
+268
+16% +$68.7K 0.09% 92
2024
Q2 		$429K Buy
+1,714
New +$428K 0.08% 100
2024
Q1 		– Sell
-9
Closed -$2.18K – 736
2023
Q4 		$2.18K Buy
+9
New +$1.95K ﹤0.01% 652

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
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
MML Investors Services Springfield, Massachusetts $49B AUM 25.55% 1-Year Est. Return

Tennessee Valley Asset Management Partners's VBK Position: Q2 2026 in Review

Tennessee Valley Asset Management Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1% in Q2 2026, buying an estimated $6.81K and bringing the position to 1,974 shares worth $722K. The position accounts for 0.08% of the portfolio, ranked #114.

Tennessee Valley Asset Management Partners first reported a position in VBK in Q4 2023 and has held it in 10 quarters since. 1,002 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Tennessee Valley Asset Management Partners held 1,974 shares of Vanguard Morningstar Small-Cap Growth ETF worth $722K as of Q2 2026.
  • Tennessee Valley Asset Management Partners bought 20 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $6.81K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Tennessee Valley Asset Management Partners's portfolio in Q2 2026, its #114 holding.
  • Tennessee Valley Asset Management Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,002 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Tennessee Valley Asset Management Partners's 13F filing for Q2 2026, filed 10 Aug 2026.