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Vestmark Advisory Solutions’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vestmark Advisory Solutions’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 		$8.96M Buy
24,502
+15,018
+158% +$5.12M 0.08% 251
2026
Q1 		$2.87M Buy
9,484
+8,635
+1,017% +$2.71M 0.03% 500
2025
Q4 		$256K Buy
+849
New +$256K ﹤0.01% 1138
2025
Q3 		– Sell
-7,161
Closed -$1.98M – 1001
2025
Q2 		$1.98M Buy
+7,161
New +$1.84M 0.03% 381

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

Vestmark Advisory Solutions's VBK Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 158% in Q2 2026, buying an estimated $5.12M and bringing the position to 24,502 shares worth $8.96M. The position accounts for 0.08% of the portfolio, ranked #251.

Vestmark Advisory Solutions first reported a position in VBK in Q2 2025 and has held it in 4 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vestmark Advisory Solutions held 24,502 shares of Vanguard Morningstar Small-Cap Growth ETF worth $8.96M as of Q2 2026.
  • Vestmark Advisory Solutions bought 15,018 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $5.12M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #251 holding.
  • Vestmark Advisory Solutions first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.