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BOLTON SECURITIES CORPORATION’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

BOLTON SECURITIES CORPORATION’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 		$27.8K Buy
+92
New +$28.9K ﹤0.01% 1370
2025
Q3 		$27.4K Buy
+92
New +$26.6K ﹤0.01% 1313
2025
Q1 		$23.2K Buy
+92
New +$25.5K ﹤0.01% 1249

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 $59.5B AUM 15.92% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

BOLTON SECURITIES CORPORATION's VBK Position: Q1 2026 in Review

BOLTON SECURITIES CORPORATION opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q1 2026: 92 shares worth $27.8K. The stake represents ﹤0.01% of the portfolio and ranks #1370 among its holdings. This is a return to the name: BOLTON SECURITIES CORPORATION previously reported a position in VBK as recently as Q3 2025.

BOLTON SECURITIES CORPORATION first reported a position in VBK in Q1 2025 and has held it in 3 quarters since. 1,228 funds tracked by Wall St. Rank hold VBK as of Q1 2026.

  • BOLTON SECURITIES CORPORATION held 92 shares of Vanguard Morningstar Small-Cap Growth ETF worth $27.8K as of Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new BOLTON SECURITIES CORPORATION position in Q1 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of BOLTON SECURITIES CORPORATION's portfolio in Q1 2026, its #1370 holding.
  • BOLTON SECURITIES CORPORATION first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 3 quarters since.
  • 1,228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.

Based on BOLTON SECURITIES CORPORATION's 13F filing for Q1 2026, filed 12 Nov 2026.