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

Thoroughbred Financial 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	$617K	Hold	1,688	–	–	0.03%	377
2026 Q1	$510K	Buy	1,688 +4	+0.2%	+$1.26K	0.03%	386
2025 Q4	$508K	Buy	1,684 +121	+8%	+$36.5K	0.03%	378
2025 Q3	$465K	Hold	1,563	–	–	0.03%	393
2025 Q2	$432K	Buy	1,563 +602	+63%	+$155K	0.03%	395
2025 Q1	$242K	Buy	961 +3	+0.3%	+$831	0.02%	607
2024 Q4	$268K	Buy	958 +35	+4%	+$9.89K	0.02%	569
2024 Q3	$246K	Buy	923 +107	+13%	+$27.4K	0.02%	569
2024 Q2	$204K	Buy	+816	New	+$204K	0.01%	601

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

Thoroughbred Financial Services's VBK Position: Q2 2026 in Review

Thoroughbred Financial Services held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,688 shares worth $617K. The position accounts for 0.03% of the portfolio, ranked #377.

Thoroughbred Financial Services first reported a position in VBK in Q2 2024 and has held it in 9 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Thoroughbred Financial Services held 1,688 shares of Vanguard Morningstar Small-Cap Growth ETF worth $617K as of Q2 2026.
Thoroughbred Financial Services left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Thoroughbred Financial Services's portfolio in Q2 2026, its #377 holding.
Thoroughbred Financial Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.