4Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

4Wealth 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 Q3	$1.12M	Buy	3,300 +208	+7%	+$72.6K	0.77%	34
2026 Q2	$1.12M	Sell	3,092 -61	-2%	-$20.8K	0.86%	34
2026 Q1	$913K	Buy	3,153 +6	+0.2%	+$1.89K	0.78%	38
2025 Q4	$951K	Buy	3,147 +322	+11%	+$97.1K	0.81%	34
2025 Q3	$841K	Buy	2,825 +99	+4%	+$28.6K	0.75%	37
2025 Q2	$755K	Buy	2,726 +198	+8%	+$51K	0.77%	35
2025 Q1	$636K	Buy	2,528 +314	+14%	+$87K	0.69%	41
2024 Q4	$620K	Buy	+2,214	New	+$626K	0.62%	46

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

4Wealth Advisors's VBK Position: Q3 2026 in Review

4Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.7% in Q3 2026, buying an estimated $72.6K and bringing the position to 3,300 shares worth $1.12M. The position accounts for 0.77% of the portfolio, ranked #34.

4Wealth Advisors first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.12M in Q2 2026. 597 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

4Wealth Advisors held 3,300 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.12M as of Q3 2026.
4Wealth Advisors bought 208 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $72.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.77% of 4Wealth Advisors's portfolio in Q3 2026, its #34 holding.
4Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
4Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.12M in Q2 2026.
597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.