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World Investment Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

World Investment Advisors’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 		$1.3M Sell
4,272
-1,039
-20% -$354K 0.02% 626
2026
Q1 		$1.61M Sell
5,311
-210
-4% -$66K 0.03% 552
2025
Q4 		$1.67M Buy
5,521
+37
+0.7% +$11.2K 0.03% 526
2025
Q3 		$1.63M Sell
5,484
-52,519
-91% -$15.2M 0.03% 450
2025
Q2 		$16.1M Buy
58,003
+51,891
+849% +$13.4M 0.36% 51
2025
Q1 		$1.54M Sell
6,112
-50,655
-89% -$14M 0.04% 399
2024
Q4 		$15.9M Buy
56,767
+54,451
+2,351% +$15.4M 0.44% 45
2024
Q3 		$619K Sell
2,316
-57,670
-96% -$14.8M 0.02% 537
2024
Q2 		$15M Buy
+59,986
New +$15M 0.93% 23
2024
Q1 		– Sell
-3,660
Closed -$885K – 477
2023
Q4 		$885K Sell
3,660
-996
-21% -$216K 0.12% 156
2023
Q3 		$997K Sell
4,656
-59,929
-93% -$13.6M 0.2% 91
2023
Q2 		$14.8M Buy
64,585
+8,338
+15% +$1.81M 2.87% 9
2023
Q1 		$12.2M Buy
56,247
+53,445
+1,907% +$11.6M 2.54% 11
2022
Q4 		$562K Sell
2,802
-56,354
-95% -$11.5M 0.13% 117
2022
Q3 		$11.5M Sell
59,156
-186
-0.3% -$39.9K 2.74% 8
2022
Q2 		$13.3M Buy
+59,342
New +$12.9M 2.8% 9

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

World Investment Advisors's VBK Position: Q2 2026 in Review

World Investment Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 20% in Q2 2026, selling an estimated $354K and leaving 4,272 shares worth $1.3M. The position accounts for 0.02% of the portfolio, ranked #626.

World Investment Advisors first reported a position in VBK in Q2 2022 and has held it in 16 quarters since. The position peaked at $16.1M in Q2 2025. 1,282 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • World Investment Advisors held 4,272 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.3M as of Q2 2026.
  • World Investment Advisors sold 1,039 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $354K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of World Investment Advisors's portfolio in Q2 2026, its #626 holding.
  • World Investment Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • World Investment Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $16.1M in Q2 2025.
  • 1,282 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on World Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.