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Vickerman Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vickerman Investment Advisors’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 		$2.53M Sell
6,916
-145
-2% -$49.4K 0.49% 47
2026
Q1 		$2.13M Sell
7,061
-8
-0.1% -$2.51K 0.45% 47
2025
Q4 		$2.14M Sell
7,069
-12
-0.2% -$3.62K 0.43% 48
2025
Q3 		$2.11M Buy
7,081
+3
+0% +$866 0.43% 54
2025
Q2 		$1.96M Buy
7,078
+5
+0.1% +$1.29K 0.42% 55
2025
Q1 		$1.78M Buy
7,073
+613
+9% +$170K 0.4% 50
2024
Q4 		$1.81M Sell
6,460
-293
-4% -$82.8K 0.49% 49
2024
Q3 		$1.81M Buy
6,753
+64
+1% +$16.4K 0.53% 48
2024
Q2 		$1.67M Sell
6,689
-610
-8% -$152K 0.54% 49
2024
Q1 		$1.9M Buy
7,299
+4
+0.1% +$983 0.61% 47
2023
Q4 		$1.76M Sell
7,295
-97
-1% -$21.1K 0.6% 46
2023
Q3 		$1.58M Sell
7,392
-16
-0.2% -$3.64K 0.65% 47
2023
Q2 		$1.7M Sell
7,408
-362
-5% -$78.8K 0.66% 48
2023
Q1 		$1.68M Sell
7,770
-2,400
-24% -$519K 0.66% 46
2022
Q4 		$2.04M Sell
10,170
-2,298
-18% -$470K 0.93% 45
2022
Q3 		$2.43M Sell
12,468
-39
-0.3% -$8.37K 1.17% 32
2022
Q2 		$2.46M Sell
12,507
-678
-5% -$147K 1.17% 34
2022
Q1 		$2.82M Sell
13,185
-1,076
-8% -$265K 1.25% 26
2021
Q4 		$4.02M Buy
14,261
+397
+3% +$114K 1.62% 17
2021
Q3 		$3.88M Buy
+13,864
New +$3.97M 1.55% 18

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

Vickerman Investment Advisors's VBK Position: Q2 2026 in Review

Vickerman Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.1% in Q2 2026, selling an estimated $49.4K and leaving 6,916 shares worth $2.53M. The position accounts for 0.49% of the portfolio, ranked #47.

Vickerman Investment Advisors first reported a position in VBK in Q3 2021 and has held it in 20 quarters since. The position peaked at $4.02M in Q4 2021. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vickerman Investment Advisors held 6,916 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.53M as of Q2 2026.
  • Vickerman Investment Advisors sold 145 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $49.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.49% of Vickerman Investment Advisors's portfolio in Q2 2026, its #47 holding.
  • Vickerman Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 20 quarters since.
  • Vickerman Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $4.02M in Q4 2021.
  • 1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vickerman Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.