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

Verus Financial 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 		$445K Hold
1,217
– – 0.04% 80
2026
Q1 		$401K Hold
1,217
– – 0.04% 85
2025
Q4 		$392K Hold
1,217
– – 0.04% 81
2025
Q3 		$362K Hold
1,217
– – 0.03% 84
2025
Q2 		$344K Hold
1,217
– – 0.04% 81
2025
Q1 		$290K Hold
1,217
– – 0.03% 81
2024
Q4 		$341K Hold
1,217
– – 0.04% 73
2024
Q3 		$322K Hold
1,217
– – 0.04% 76
2024
Q2 		$304K Hold
1,217
– – 0.04% 75
2024
Q1 		$317K Hold
1,217
– – 0.04% 76
2023
Q4 		$288K Hold
1,217
– – 0.04% 79
2023
Q3 		$254K Hold
1,217
– – 0.03% 86
2023
Q2 		$287K Hold
1,217
– – 0.04% 81
2023
Q1 		$254K Hold
1,217
– – 0.03% 84
2022
Q4 		$273K Sell
1,217
-269
-18% -$55K 0.04% 80
2022
Q3 		$300K Hold
1,486
– – 0.05% 75
2022
Q2 		$321K Hold
1,486
– – 0.05% 67
2022
Q1 		$353K Hold
1,486
– – 0.05% 68
2021
Q4 		$419K Sell
1,486
-225
-13% -$64.5K 0.06% 57
2021
Q3 		$494K Sell
1,711
-13
-0.8% -$3.72K 0.07% 53
2021
Q2 		$484K Hold
1,724
– – 0.07% 50
2021
Q1 		$478K Buy
1,724
+42
+2% +$11.8K 0.08% 47
2020
Q4 		$450K Buy
1,682
+642
+62% +$155K 0.08% 46
2020
Q3 		$224K Buy
+1,040
New +$220K 0.08% 140

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 Financial Partners's VBK Position: Q2 2026 in Review

Verus Financial Partners held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,217 shares worth $445K. The position accounts for 0.04% of the portfolio, ranked #80.

Verus Financial Partners first reported a position in VBK in Q3 2020 and has held it in 24 quarters since. The position peaked at $494K in Q3 2021. 1,277 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Verus Financial Partners held 1,217 shares of Vanguard Morningstar Small-Cap Growth ETF worth $445K as of Q2 2026.
  • Verus Financial Partners left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Verus Financial Partners's portfolio in Q2 2026, its #80 holding.
  • Verus Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Verus Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $494K in Q3 2021.
  • 1,277 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Verus Financial Partners's 13F filing for Q2 2026, filed 21 Jul 2026.