Advocate Group
VBK icon

Advocate Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Advocate Group’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 		$391K Buy
1,156
+327
+39% +$114K 0.06% 100
2026
Q2 		$303K Buy
+829
New +$282K 0.05% 104

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Mather Group
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CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Advocate Group's VBK Position: Q3 2026 in Review

Advocate Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 39% in Q3 2026, buying an estimated $114K and bringing the position to 1,156 shares worth $391K. The position accounts for 0.06% of the portfolio, ranked #100.

Advocate Group first reported a position in VBK in Q2 2026 and has held it in 2 quarters since. 638 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Advocate Group held 1,156 shares of Vanguard Morningstar Small-Cap Growth ETF worth $391K as of Q3 2026.
  • Advocate Group bought 327 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $114K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Advocate Group's portfolio in Q3 2026, its #100 holding.
  • Advocate Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • 638 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.