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

Vawter Financial’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 		$18.7M Buy
51,083
+121
+0.2% +$41.2K 7.04% 2
2026
Q1 		$15.4M Sell
50,962
-2,026
-4% -$637K 6.48% 2
2025
Q4 		$16M Buy
52,988
+440
+0.8% +$133K 6.76% 2
2025
Q3 		$15.6M Buy
52,548
+49,384
+1,561% +$14.3M 7.1% 1
2025
Q2 		$876K Sell
3,164
-46,184
-94% -$11.9M 9.9% 1
2025
Q1 		$12.4M Buy
49,348
+808
+2% +$224K 6.96% 1
2024
Q4 		$13.6M Buy
48,540
+318
+0.7% +$89.9K 8.17% 1
2024
Q3 		$12.9M Buy
48,222
+1,248
+3% +$320K 7.88% 1
2024
Q2 		$11.7M Buy
46,974
+1,435
+3% +$358K 8.06% 1
2024
Q1 		$11.9M Buy
45,539
+626
+1% +$154K 8.62% 1
2023
Q4 		$10.9M Buy
44,913
+1,139
+3% +$247K 8.5% 1
2023
Q3 		$9.38M Buy
43,774
+862
+2% +$196K 8.42% 1
2023
Q2 		$9.86M Buy
42,912
+337
+0.8% +$73.3K 8.53% 1
2023
Q1 		$9.21M Buy
42,575
+5,391
+14% +$1.17M 9.34% 1
2022
Q4 		$7.46M Buy
+37,184
New +$7.61M 8.69% 1

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

Vawter Financial's VBK Position: Q2 2026 in Review

Vawter Financial increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.24% in Q2 2026, buying an estimated $41.2K and bringing the position to 51,083 shares worth $18.7M. The position accounts for 7.04% of the portfolio, ranked #2.

Vawter Financial first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. 1,280 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vawter Financial held 51,083 shares of Vanguard Morningstar Small-Cap Growth ETF worth $18.7M as of Q2 2026.
  • Vawter Financial bought 121 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $41.2K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 7.04% of Vawter Financial's portfolio in Q2 2026, its #2 holding.
  • Vawter Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,280 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vawter Financial's 13F filing for Q2 2026, filed 24 Jul 2026.