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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
+148
+0.3% +$50.4K 7.04% 2
2026
Q1 		$15.4M Sell
50,935
-2,043
-4% -$642K 6.48% 2
2025
Q4 		$16M Buy
52,978
+440
+0.8% +$133K 6.76% 2
2025
Q3 		$15.6M Buy
52,538
+49,374
+1,560% +$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
+10,563
+31% +$2.29M 8.5% 1
2023
Q3 		$7.36M Sell
34,350
-8,562
-20% -$1.95M 8.34% 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

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 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 0.29% in Q2 2026, buying an estimated $50.4K 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. 603 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 148 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $50.4K.
  • 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.
  • 603 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.