Wilmington Savings Fund Society’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Wilmington Savings Fund Society’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	$409K	Sell	1,118 -26	-2%	-$8.86K	0.01%	459
2026 Q1	$346K	Sell	1,144 -125	-10%	-$39.3K	0.01%	486
2025 Q4	$383K	Sell	1,269 -18	-1%	-$5.43K	0.01%	471
2025 Q3	$383K	Sell	1,287 -1,021	-44%	-$295K	0.01%	456
2025 Q2	$639K	Buy	2,308 +27	+1%	+$6.95K	0.01%	526
2025 Q1	$574K	Buy	2,281 +113	+5%	+$31.3K	0.01%	545
2024 Q4	$607K	Buy	2,168 +124	+6%	+$35K	0.01%	534
2024 Q3	$547K	Buy	+2,044	New	+$524K	0.01%	551

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

Wilmington Savings Fund Society's VBK Position: Q2 2026 in Review

Wilmington Savings Fund Society reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.3% in Q2 2026, selling an estimated $8.86K and leaving 1,118 shares worth $409K. The position accounts for 0.01% of the portfolio, ranked #459.

Wilmington Savings Fund Society first reported a position in VBK in Q3 2024 and has held it in 8 quarters since. The position peaked at $639K in Q2 2025. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Wilmington Savings Fund Society held 1,118 shares of Vanguard Morningstar Small-Cap Growth ETF worth $409K as of Q2 2026.
Wilmington Savings Fund Society sold 26 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $8.86K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Wilmington Savings Fund Society's portfolio in Q2 2026, its #459 holding.
Wilmington Savings Fund Society first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Wilmington Savings Fund Society's Vanguard Morningstar Small-Cap Growth ETF position peaked at $639K in Q2 2025.
1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Wilmington Savings Fund Society's 13F filing for Q2 2026, filed 28 Jul 2026.