Amplius Wealth Advisors
VBK icon

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

Amplius 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 		$538K Hold
1,591
– – 0.04% 131
2026
Q2 		$582K Buy
1,591
+32
+2% +$10.9K 0.04% 110
2026
Q1 		$471K Hold
1,559
– – 0.04% 112
2025
Q4 		$471K Hold
1,559
– – 0.04% 110
2025
Q3 		$464K Sell
1,559
-201
-11% -$58K 0.04% 112
2025
Q2 		$487K Sell
1,760
-1,192
-40% -$307K 0.05% 122
2025
Q1 		$743K Buy
2,952
+1,175
+66% +$326K 0.08% 88
2024
Q4 		$498K Sell
1,777
-5
-0.3% -$1.41K 0.05% 104
2024
Q3 		$476K Sell
1,782
-29
-2% -$7.43K 0.05% 100
2024
Q2 		$453K Sell
1,811
-80
-4% -$20K 0.05% 103
2024
Q1 		$493K Sell
1,891
-12
-0.6% -$2.95K 0.06% 100
2023
Q4 		$460K Sell
1,903
-167
-8% -$36.3K 0.06% 101
2023
Q3 		$443K Buy
2,070
+87
+4% +$19.8K 0.06% 99
2023
Q2 		$456K Sell
1,983
-26
-1% -$5.66K 0.06% 104
2023
Q1 		$435K Sell
2,009
-303
-13% -$65.5K 0.06% 109
2022
Q4 		$464K Sell
2,312
-985
-30% -$201K 0.07% 94
2022
Q3 		$643K Sell
3,297
-55,828
-94% -$12M 0.12% 71
2022
Q2 		$11.6M Buy
59,125
+52,891
+848% +$11.5M 1.88% 18
2022
Q1 		$1.55M Buy
6,234
+4,766
+325% +$1.17M 0.24% 50
2021
Q4 		$413K Buy
+1,468
New +$421K 0.06% 126

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
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 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

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

Amplius Wealth Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 1,591 shares worth $538K. The position accounts for 0.04% of the portfolio, ranked #131.

Amplius Wealth Advisors first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $11.6M in Q2 2022. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Amplius Wealth Advisors held 1,591 shares of Vanguard Morningstar Small-Cap Growth ETF worth $538K as of Q3 2026.
  • Amplius Wealth Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Amplius Wealth Advisors's portfolio in Q3 2026, its #131 holding.
  • Amplius Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • Amplius Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $11.6M in Q2 2022.
  • 416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Amplius Wealth Advisors's 13F filing for Q3 2026, filed 20 Oct 2026.