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UMB Bank’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

UMB Bank’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 		$14.2M Sell
38,905
-2,097
-5% -$714K 0.18% 96
2026
Q1 		$12.4M Sell
41,002
-2,279
-5% -$716K 0.17% 104
2025
Q4 		$13.1M Buy
43,281
+39,481
+1,039% +$11.9M 0.17% 104
2025
Q3 		$1.13M Sell
3,800
-272
-7% -$78.5K 0.02% 311
2025
Q2 		$1.13M Sell
4,072
-549
-12% -$141K 0.02% 305
2025
Q1 		$1.16M Sell
4,621
-745
-14% -$206K 0.02% 304
2024
Q4 		$1.5M Sell
5,366
-216
-4% -$61.1K 0.02% 270
2024
Q3 		$1.49M Sell
5,582
-1,856
-25% -$476K 0.02% 278
2024
Q2 		$1.86M Buy
7,438
+697
+10% +$174K 0.03% 242
2024
Q1 		$1.76M Sell
6,741
-631
-9% -$155K 0.03% 260
2023
Q4 		$1.78M Sell
7,372
-592
-7% -$129K 0.03% 259
2023
Q3 		$1.71M Buy
7,964
+376
+5% +$85.5K 0.03% 262
2023
Q2 		$1.74M Sell
7,588
-518
-6% -$113K 0.03% 273
2023
Q1 		$1.75M Sell
8,106
-58
-0.7% -$12.5K 0.03% 271
2022
Q4 		$1.64M Sell
8,164
-244
-3% -$49.9K 0.03% 275
2022
Q3 		$1.64M Buy
8,408
+98
+1% +$21K 0.03% 279
2022
Q2 		$1.64M Sell
8,310
-14
-0.2% -$3.04K 0.03% 311
2022
Q1 		$2.07M Sell
8,324
-89
-1% -$21.9K 0.03% 294
2021
Q4 		$2.37M Buy
+8,413
New +$2.41M 0.03% 281

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

UMB Bank's VBK Position: Q2 2026 in Review

UMB Bank reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.1% in Q2 2026, selling an estimated $714K and leaving 38,905 shares worth $14.2M. The position accounts for 0.18% of the portfolio, ranked #96.

UMB Bank first reported a position in VBK in Q4 2021 and has held it in 19 quarters since. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • UMB Bank held 38,905 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.2M as of Q2 2026.
  • UMB Bank sold 2,097 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $714K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of UMB Bank's portfolio in Q2 2026, its #96 holding.
  • UMB Bank first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on UMB Bank's 13F filing for Q2 2026, filed 13 Aug 2026.