WhitTier Trust Company’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

WhitTier Trust Company’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	$82.2K	Hold	232	–	–	﹤0.01%	641
2026 Q1	$71.5K	Hold	232	–	–	﹤0.01%	656
2025 Q4	$73.7K	Hold	232	–	–	﹤0.01%	642
2025 Q3	$70.2K	Hold	232	–	–	﹤0.01%	623
2025 Q2	$64.2K	Hold	232	–	–	﹤0.01%	718
2025 Q1	$58.4K	Hold	232	–	–	﹤0.01%	733
2024 Q4	$65K	Hold	232	–	–	﹤0.01%	691
2024 Q3	$62K	Hold	232	–	–	﹤0.01%	706
2024 Q2	$58K	Sell	232 -684	-75%	-$171K	﹤0.01%	671
2024 Q1	$239K	Buy	916 +684	+295%	+$168K	0.01%	446
2023 Q4	$56.1K	Buy	232 +157	+209%	+$34.1K	﹤0.01%	661
2023 Q3	$16.1K	Hold	75	–	–	﹤0.01%	852
2023 Q2	$17.2K	Hold	75	–	–	﹤0.01%	881
2023 Q1	$16.2K	Hold	75	–	–	﹤0.01%	878
2022 Q4	$15K	Buy	+75	New	+$15.3K	﹤0.01%	882

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

WhitTier Trust Company's VBK Position: Q2 2026 in Review

WhitTier Trust Company held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 232 shares worth $82.2K. The position accounts for ﹤0.01% of the portfolio, ranked #641.

WhitTier Trust Company first reported a position in VBK in Q4 2022 and has held it in 15 quarters since. The position peaked at $239K in Q1 2024. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

WhitTier Trust Company held 232 shares of Vanguard Morningstar Small-Cap Growth ETF worth $82.2K as of Q2 2026.
WhitTier Trust Company left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of WhitTier Trust Company's portfolio in Q2 2026, its #641 holding.
WhitTier Trust Company first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
WhitTier Trust Company's Vanguard Morningstar Small-Cap Growth ETF position peaked at $239K in Q1 2024.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on WhitTier Trust Company's 13F filing for Q2 2026, filed 28 Jul 2026.