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Apeiron RIA’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Apeiron RIA’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 		$508K Buy
+1,493
New +$521K 0.12% 86
2026
Q2 		– Sell
-1,590
Closed -$481K – 212
2026
Q1 		$481K Sell
1,590
-5
-0.3% -$1.57K 0.11% 119
2025
Q4 		$482K Sell
1,595
-339
-18% -$102K 0.1% 118
2025
Q3 		$578K Sell
1,934
-268
-12% -$77.4K 0.13% 111
2025
Q2 		$610K Sell
2,202
-18
-0.8% -$4.64K 0.16% 113
2025
Q1 		$559K Buy
2,220
+11
+0.5% +$3.05K 0.17% 114
2024
Q4 		$619K Buy
2,209
+74
+3% +$20.9K 0.17% 102
2024
Q3 		$571K Buy
2,135
+106
+5% +$27.2K 0.16% 106
2024
Q2 		$508K Buy
2,029
+24
+1% +$5.99K 0.16% 113
2024
Q1 		$523K Buy
2,005
+147
+8% +$36.1K 0.15% 110
2023
Q4 		$449K Buy
1,858
+21
+1% +$4.56K 0.14% 118
2023
Q3 		$393K Sell
1,837
-28
-2% -$6.36K 0.13% 119
2023
Q2 		$428K Sell
1,865
-16
-0.9% -$3.48K 0.15% 103
2023
Q1 		$395K Buy
1,881
+281
+18% +$60.7K 0.14% 108
2022
Q4 		$321K Buy
+1,600
New +$327K 0.12% 131
2022
Q3 		– Sell
-116
Closed -$229K – 210
2022
Q2 		$229K Buy
+116
New +$25.1K 0.06% 107

Other funds holding VBK

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Apeiron RIA's VBK Position: Q3 2026 in Review

Apeiron RIA opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 1,493 shares worth $508K. The stake represents 0.12% of the portfolio and ranks #86 among its holdings. This is a return to the name: Apeiron RIA previously reported a position in VBK as recently as Q1 2026.

Apeiron RIA first reported a position in VBK in Q2 2022 and has held it in 16 quarters since. The position peaked at $619K in Q4 2024. 303 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Apeiron RIA held 1,493 shares of Vanguard Morningstar Small-Cap Growth ETF worth $508K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Apeiron RIA position in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.12% of Apeiron RIA's portfolio in Q3 2026, its #86 holding.
  • Apeiron RIA first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Apeiron RIA's Vanguard Morningstar Small-Cap Growth ETF position peaked at $619K in Q4 2024.
  • 303 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Apeiron RIA's 13F filing for Q3 2026, filed 8 Oct 2026.