ZC
VBK icon

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

Zeit Capital’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 		$6.12M Buy
16,722
+87
+0.5% +$29.6K 3.69% 10
2026
Q1 		$5.03M Buy
16,635
+110
+0.7% +$34.6K 3.37% 12
2025
Q4 		$4.99M Sell
16,525
-51
-0.3% -$15.4K 3.37% 12
2025
Q3 		$4.93M Sell
16,576
-60
-0.4% -$17.3K 3.35% 12
2025
Q2 		$4.61M Buy
16,636
+158
+1% +$40.7K 3.29% 12
2025
Q1 		$4.15M Buy
16,478
+1,120
+7% +$310K 3.19% 13
2024
Q4 		$4.51M Buy
15,358
+3,999
+35% +$1.13M 3.46% 11
2024
Q3 		$3.04M Buy
11,359
+20
+0.2% +$5.13K 2.35% 13
2024
Q2 		$2.84M Sell
11,339
-65
-0.6% -$16.2K 2.3% 13
2024
Q1 		$2.97M Buy
11,404
+38
+0.3% +$9.33K 2.4% 13
2023
Q4 		$2.74M Sell
11,366
-729
-6% -$158K 2.35% 12
2023
Q3 		$2.59M Buy
12,095
+20
+0.2% +$4.55K 2.4% 13
2023
Q2 		$2.77M Buy
12,075
+15
+0.1% +$3.26K 2.48% 12
2023
Q1 		$2.61M Buy
12,060
+58
+0.5% +$12.5K 2.41% 13
2022
Q4 		$2.41M Buy
12,002
+55
+0.5% +$11.3K 2.34% 13
2022
Q3 		$2.33M Sell
11,947
-26
-0.2% -$5.58K 2.42% 13
2022
Q2 		$2.36M Buy
11,973
+103
+0.9% +$22.3K 2.27% 15
2022
Q1 		$2.94M Buy
11,870
+501
+4% +$123K 2.46% 14
2021
Q4 		$3.2M Buy
11,369
+103
+0.9% +$29.5K 2.57% 14
2021
Q3 		$3.16M Buy
11,266
+68
+0.6% +$19.5K 2.69% 13
2021
Q2 		$3.25M Sell
11,198
-386
-3% -$108K 2.76% 13
2021
Q1 		$3.18M Sell
11,584
-448
-4% -$126K 2.91% 12
2020
Q4 		$3.22M Buy
+12,032
New +$2.91M 3.06% 11

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

Zeit Capital's VBK Position: Q2 2026 in Review

Zeit Capital increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.52% in Q2 2026, buying an estimated $29.6K and bringing the position to 16,722 shares worth $6.12M. The position accounts for 3.69% of the portfolio, ranked #10.

Zeit Capital first reported a position in VBK in Q4 2020 and has held it in 23 quarters since. 1,275 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Zeit Capital held 16,722 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.12M as of Q2 2026.
  • Zeit Capital bought 87 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $29.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.69% of Zeit Capital's portfolio in Q2 2026, its #10 holding.
  • Zeit Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,275 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Zeit Capital's 13F filing for Q2 2026, filed 6 Aug 2026.