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Western Financial Corp’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Western Financial Corp’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 		$247K Hold
675
– – 0.07% 117
2026
Q1 		$204K Buy
+675
New +$212K 0.08% 125
2025
Q2 		– Sell
-843
Closed -$212K – 139
2025
Q1 		$212K Hold
843
– – 0.12% 115
2024
Q4 		$236K Sell
843
-19
-2% -$5.37K 0.13% 123
2024
Q3 		$230K Sell
862
-6
-0.7% -$1.54K 0.13% 114
2024
Q2 		$217K Buy
+868
New +$217K 0.13% 108

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
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
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Western Financial Corp's VBK Position: Q2 2026 in Review

Western Financial Corp held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 675 shares worth $247K. The position accounts for 0.07% of the portfolio, ranked #117.

Western Financial Corp first reported a position in VBK in Q2 2024 and has held it in 6 quarters since. 647 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Western Financial Corp held 675 shares of Vanguard Morningstar Small-Cap Growth ETF worth $247K as of Q2 2026.
  • Western Financial Corp left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Western Financial Corp's portfolio in Q2 2026, its #117 holding.
  • Western Financial Corp first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2024 and has held it in 6 quarters since.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Western Financial Corp's 13F filing for Q2 2026, filed 22 Jul 2026.