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Atlas Brown’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atlas Brown’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 		$334K Buy
990
+275
+38% +$96K 0.09% 183
2026
Q2 		$261K Hold
715
– – 0.07% 210
2026
Q1 		$216K Hold
715
– – 0.07% 217
2025
Q4 		$216K Hold
715
– – 0.06% 209
2025
Q3 		$213K Buy
+715
New +$206K 0.06% 215

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Atlas Brown's VBK Position: Q3 2026 in Review

Atlas Brown increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 38% in Q3 2026, buying an estimated $96K and bringing the position to 990 shares worth $334K. The position accounts for 0.09% of the portfolio, ranked #183.

Atlas Brown first reported a position in VBK in Q3 2025 and has held it in 5 quarters since. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Atlas Brown held 990 shares of Vanguard Morningstar Small-Cap Growth ETF worth $334K as of Q3 2026.
  • Atlas Brown bought 275 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $96K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Atlas Brown's portfolio in Q3 2026, its #183 holding.
  • Atlas Brown first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Atlas Brown's 13F filing for Q3 2026, filed 9 Oct 2026.