VC
VBK icon

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

Vestor Capital’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 		$82K Buy
1,081
+916
+555% +$312K 0.01% 219
2026
Q1 		$50K Sell
165
-139
-46% -$43.7K ﹤0.01% 261
2025
Q4 		$50K Buy
304
+139
+84% +$41.9K ﹤0.01% 243
2025
Q3 		$49K Buy
165
+138
+511% +$39.8K ﹤0.01% 268
2025
Q2 		$54K Sell
27
-138
-84% -$35.5K ﹤0.01% 245
2025
Q1 		$42K Hold
165
– – ﹤0.01% 248
2024
Q4 		$46K Hold
165
– – ﹤0.01% 264
2024
Q3 		$44K Buy
+165
New +$42.3K ﹤0.01% 242

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

Vestor Capital's VBK Position: Q2 2026 in Review

Vestor Capital increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 555% in Q2 2026, buying an estimated $312K and bringing the position to 1,081 shares worth $82K. The position accounts for 0.01% of the portfolio, ranked #219.

Vestor Capital first reported a position in VBK in Q3 2024 and has held it in 8 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vestor Capital held 1,081 shares of Vanguard Morningstar Small-Cap Growth ETF worth $82K as of Q2 2026.
  • Vestor Capital bought 916 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $312K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Vestor Capital's portfolio in Q2 2026, its #219 holding.
  • Vestor Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vestor Capital's 13F filing for Q2 2026, filed 28 Jul 2026.