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

Aaron Wealth 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 		$33.5M Buy
99,248
+2,289
+2% +$799K 1.64% 12
2026
Q2 		$35.5M Sell
96,959
-187
-0.2% -$63.7K 1.8% 11
2026
Q1 		$29.4M Buy
97,146
+9,674
+11% +$3.04M 1.67% 15
2025
Q4 		$26.4M Buy
87,472
+2,185
+3% +$659K 1.44% 15
2025
Q3 		$25.4M Buy
85,287
+27,486
+48% +$7.93M 1.5% 13
2025
Q2 		$16M Sell
57,801
-297
-0.5% -$76.5K 1.64% 14
2025
Q1 		$14.6M Buy
58,098
+2,632
+5% +$729K 1.68% 12
2024
Q4 		$15.5M Buy
55,466
+4,475
+9% +$1.26M 1.8% 12
2024
Q3 		$13.6M Buy
50,991
+8,894
+21% +$2.28M 1.62% 12
2024
Q2 		$10.5M Buy
42,097
+680
+2% +$170K 1.46% 13
2024
Q1 		$10.8M Buy
41,417
+1,772
+4% +$435K 1.55% 13
2023
Q4 		$9.6M Buy
39,645
+1,685
+4% +$366K 1.59% 14
2023
Q3 		$8.13M Buy
37,960
+2,762
+8% +$628K 1.05% 16
2023
Q2 		$8.09M Buy
35,198
+2,151
+7% +$468K 1.05% 18
2023
Q1 		$7.15M Buy
33,047
+8,028
+32% +$1.74M 0.98% 20
2022
Q4 		$5.02M Sell
25,019
-347
-1% -$71K 0.73% 29
2022
Q3 		$4.95M Buy
25,366
+2,182
+9% +$468K 0.91% 24
2022
Q2 		$4.57M Sell
23,184
-432
-2% -$93.6K 1.15% 20
2022
Q1 		$5.86M Buy
23,616
+1,214
+5% +$299K 1.35% 16
2021
Q4 		$6.31M Sell
22,402
-3,204
-13% -$919K 1.76% 13
2021
Q3 		$7.17M Buy
25,606
+3,292
+15% +$942K 2.02% 12
2021
Q2 		$6.47M Buy
22,314
+301
+1% +$84.2K 2.13% 12
2021
Q1 		$6.04M Buy
22,013
+1,018
+5% +$287K 2.22% 13
2020
Q4 		$5.62M Buy
+20,995
New +$5.08M 2.06% 15

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Aaron Wealth Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q3 2026, buying an estimated $799K and bringing the position to 99,248 shares worth $33.5M. The position accounts for 1.64% of the portfolio, ranked #12.

Aaron Wealth Advisors first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. The position peaked at $35.5M in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Aaron Wealth Advisors held 99,248 shares of Vanguard Morningstar Small-Cap Growth ETF worth $33.5M as of Q3 2026.
  • Aaron Wealth Advisors bought 2,289 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $799K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 1.64% of Aaron Wealth Advisors's portfolio in Q3 2026, its #12 holding.
  • Aaron Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Aaron Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $35.5M in Q2 2026.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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