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 Q2	$2.13M	Sell	5,836 -151	-3%	-$51.4K	0.52%	42
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 $1.55T 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

Winthrop Capital Management's VBK Position: Q2 2026 in Review

Winthrop Capital Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.5% in Q2 2026, selling an estimated $51.4K and leaving 5,836 shares worth $2.13M. The position accounts for 0.52% of the portfolio, ranked #42.

Winthrop Capital Management first reported a position in VBK in Q4 2023 and has held it in 8 quarters since. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Winthrop Capital Management held 5,836 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.13M as of Q2 2026.
Winthrop Capital Management sold 151 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $51.4K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.52% of Winthrop Capital Management's portfolio in Q2 2026, its #42 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Winthrop Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.