VL
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Vima LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vima LLC’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 		$21.9K Buy
+60
New +$20.4K 0.02% 212
2024
Q2 		– Sell
-60
Closed -$13K – 357
2024
Q1 		$13K Hold
60
– – 0.02% 211
2023
Q4 		$14.5K Buy
+60
New +$13K 0.03% 218

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SLT
St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Vima LLC's VBK Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 60 shares worth $21.9K. The stake represents 0.02% of the portfolio and ranks #212 among its holdings. This is a return to the name: Vima LLC previously reported a position in VBK as recently as Q1 2024.

Vima LLC first reported a position in VBK in Q4 2023 and has held it in 3 quarters since. 682 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Vima LLC held 60 shares of Vanguard Morningstar Small-Cap Growth ETF worth $21.9K as of Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Vima LLC's portfolio in Q2 2026, its #212 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 682 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.