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Verus Capital Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Verus Capital Partners’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 		$645K Buy
1,765
+378
+27% +$129K 0.03% 255
2026
Q1 		$419K Buy
+1,387
New +$436K 0.03% 300
2020
Q1 		$13K Buy
88
+9
+11% +$1.67K ﹤0.01% 930
2019
Q4 		$16K Buy
+79
New +$15K 0.01% 982

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

Verus Capital Partners's VBK Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q2 2026, buying an estimated $129K and bringing the position to 1,765 shares worth $645K. The position accounts for 0.03% of the portfolio, ranked #255.

Verus Capital Partners first reported a position in VBK in Q4 2019 and has held it in 4 quarters since. 1,283 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Verus Capital Partners held 1,765 shares of Vanguard Morningstar Small-Cap Growth ETF worth $645K as of Q2 2026.
  • Verus Capital Partners bought 378 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $129K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Verus Capital Partners's portfolio in Q2 2026, its #255 holding.
  • Verus Capital Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 4 quarters since.
  • 1,283 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.