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Wedbush Securities’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wedbush Securities’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 		$2.13M Buy
5,811
+939
+19% +$320K 0.05% 275
2026
Q1 		$1.47M Buy
4,872
+545
+13% +$171K 0.04% 346
2025
Q4 		$1.31M Buy
4,327
+1,010
+30% +$305K 0.04% 361
2025
Q3 		$987K Buy
3,317
+1,195
+56% +$345K 0.03% 431
2025
Q2 		$588K Buy
2,122
+642
+43% +$165K 0.02% 578
2025
Q1 		$373K Sell
1,480
-1,056
-42% -$293K 0.01% 718
2024
Q4 		$710K Buy
2,536
+1,070
+73% +$302K 0.03% 483
2024
Q3 		$392K Sell
1,466
-15
-1% -$3.84K 0.01% 696
2024
Q2 		$370K Buy
1,481
+51
+4% +$12.7K 0.01% 766
2024
Q1 		$373K Buy
+1,430
New +$351K 0.01% 766
2023
Q4 		– Sell
-1,179
Closed -$253K – 1119
2023
Q3 		$253K Sell
1,179
-2,694
-70% -$612K 0.01% 803
2023
Q2 		$890K Buy
3,873
+1
+0% +$218 0.04% 345
2023
Q1 		$838K Sell
3,872
-1,967
-34% -$425K 0.04% 377
2022
Q4 		$1.17M Buy
5,839
+2,032
+53% +$416K 0.06% 268
2022
Q3 		$743K Buy
+3,807
New +$817K 0.04% 368
2022
Q2 		– Sell
-976
Closed -$242K – 1178
2022
Q1 		$242K Buy
976
+33
+3% +$8.13K 0.01% 901
2021
Q4 		$266K Sell
943
-237
-20% -$68K 0.01% 929
2021
Q3 		$331K Buy
1,180
+322
+38% +$92.2K 0.02% 814
2021
Q2 		$249K Sell
858
-2,541
-75% -$711K 0.01% 959
2021
Q1 		$934K Buy
3,399
+654
+24% +$184K 0.05% 348
2020
Q4 		$735K Sell
2,745
-155
-5% -$37.5K 0.06% 332
2020
Q3 		$623K Buy
2,900
+649
+29% +$137K 0.06% 354
2020
Q2 		$449K Buy
+2,251
New +$406K 0.04% 461
2020
Q1 		– Sell
-2,380
Closed -$473K – 1013
2019
Q4 		$473K Buy
+2,380
New +$452K 0.04% 496

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

Wedbush Securities's VBK Position: Q2 2026 in Review

Wedbush Securities increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 19% in Q2 2026, buying an estimated $320K and bringing the position to 5,811 shares worth $2.13M. The position accounts for 0.05% of the portfolio, ranked #275.

Wedbush Securities first reported a position in VBK in Q4 2019 and has held it in 24 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Wedbush Securities held 5,811 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.13M as of Q2 2026.
  • Wedbush Securities bought 939 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Wedbush Securities's portfolio in Q2 2026, its #275 holding.
  • Wedbush Securities first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.