Rothwell Investment Advisors, LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Rothwell Investment Advisors, LLC’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	$17K	Buy	+50	New	+$17.5K	0.01%	661

Other funds holding VBK

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Rothwell Investment Advisors, LLC's VBK Position: Q3 2026 in Review

Rothwell Investment Advisors, LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 50 shares worth $17K. The stake represents 0.01% of the portfolio and ranks #661 among its holdings.

829 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Rothwell Investment Advisors, LLC held 50 shares of Vanguard Morningstar Small-Cap Growth ETF worth $17K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Rothwell Investment Advisors, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Rothwell Investment Advisors, LLC's portfolio in Q3 2026, its #661 holding.
829 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Rothwell Investment Advisors, LLC's 13F filing for Q3 2026, filed 6 Nov 2026.