United Bank (Virginia)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

United Bank (Virginia)’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	$1.39M	Buy	3,811 +1,041	+38%	+$355K	0.16%	68
2026 Q1	$837K	Sell	2,770 -1,521	-35%	-$478K	0.11%	78
2025 Q4	$1.3M	Hold	4,291	–	–	0.17%	64
2025 Q3	$1.28M	Buy	4,291 +86	+2%	+$24.8K	0.15%	65
2025 Q2	$1.16M	Hold	4,205	–	–	0.14%	69
2025 Q1	$1.06M	Sell	4,205 -25	-0.6%	-$6.93K	0.13%	75
2024 Q4	$1.18M	Hold	4,230	–	–	0.14%	63
2024 Q3	$1.13M	Hold	4,230	–	–	0.13%	68
2024 Q2	$1.06M	Sell	4,230 -228	-5%	-$56.9K	0.13%	68
2024 Q1	$1.16M	Buy	4,458 +1,768	+66%	+$434K	0.14%	62
2023 Q4	$650K	Hold	2,690	–	–	0.08%	84
2023 Q3	$576K	Hold	2,690	–	–	0.08%	87
2023 Q2	$618K	Buy	2,690 +1,095	+69%	+$238K	0.08%	89
2023 Q1	$345K	Buy	+1,595	New	+$345K	0.04%	115

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

United Bank (Virginia)'s VBK Position: Q2 2026 in Review

United Bank (Virginia) increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 38% in Q2 2026, buying an estimated $355K and bringing the position to 3,811 shares worth $1.39M. The position accounts for 0.16% of the portfolio, ranked #68.

United Bank (Virginia) first reported a position in VBK in Q1 2023 and has held it in 14 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

United Bank (Virginia) held 3,811 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.39M as of Q2 2026.
United Bank (Virginia) bought 1,041 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $355K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.16% of United Bank (Virginia)'s portfolio in Q2 2026, its #68 holding.
United Bank (Virginia) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on United Bank (Virginia)'s 13F filing for Q2 2026, filed 30 Jul 2026.