Winthrop Capital Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Winthrop Capital Management’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 Q1	$1.81M	Buy	5,987 +39	+0.7%	+$12.3K	0.46%	45
2025 Q4	$1.8M	Sell	5,948 -101	-2%	-$30.5K	0.42%	49
2025 Q3	$1.8M	Buy	6,049 +197	+3%	+$56.9K	0.44%	47
2025 Q2	$1.62M	Buy	5,852 +254	+5%	+$65.4K	0.41%	50
2025 Q1	$1.41M	Sell	5,598 -4	-0.1%	-$1.11K	0.39%	53
2024 Q4	$1.57M	Buy	+5,602	New	+$1.58M	0.42%	51
2024 Q1	–	Sell	-4,655	Closed	-$1.13M	–	290
2023 Q4	$1.13M	Buy	+4,655	New	+$1.01M	0.37%	53

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Corient Private Wealth Miami, Florida $69.9B AUM 22.19% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $108B AUM 26.14% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Winthrop Capital Management's VBK Position: Q1 2026 in Review

Winthrop Capital Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.66% in Q1 2026, buying an estimated $12.3K and bringing the position to 5,987 shares worth $1.81M. The position accounts for 0.46% of the portfolio, ranked #45.

Winthrop Capital Management first reported a position in VBK in Q4 2023 and has held it in 7 quarters since. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

Winthrop Capital Management held 5,987 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.81M as of Q1 2026.
Winthrop Capital Management bought 39 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $12.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.46% of Winthrop Capital Management's portfolio in Q1 2026, its #45 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on Winthrop Capital Management's 13F filing for Q1 2026, filed 28 Apr 2026.