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Atwood & Palmer’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atwood & Palmer’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 		$109K Hold
322
– – 0.01% 203
2026
Q2 		$118K Hold
322
– – 0.01% 189
2026
Q1 		$97.5K Buy
322
+308
+2,200% +$96.8K 0.01% 198
2025
Q4 		$4.23K Hold
14
– – ﹤0.01% 419
2025
Q3 		$4.17K Buy
+14
New +$4.04K ﹤0.01% 422
2022
Q2 		– Sell
-39
Closed -$10K – 449
2022
Q1 		$10K Hold
39
– – ﹤0.01% 370
2021
Q4 		$11K Hold
39
– – ﹤0.01% 372
2021
Q3 		$11K Buy
+39
New +$11.2K ﹤0.01% 351
2019
Q2 		– Sell
-30
Closed -$5K – 333
2019
Q1 		$5K Hold
30
– – ﹤0.01% 288
2018
Q4 		$5K Hold
30
– – ﹤0.01% 278
2018
Q3 		$6K Buy
+30
New +$5.52K ﹤0.01% 277
2016
Q1 		– Sell
-775
Closed -$94K – 388
2015
Q4 		$94K Buy
775
+25
+3% +$3.08K 0.02% 166
2015
Q3 		$88K Hold
750
– – 0.02% 161
2015
Q2 		$101K Hold
750
– – 0.02% 160
2015
Q1 		$99K Sell
750
-1,138
-60% -$147K 0.02% 154
2014
Q4 		$238K Hold
1,888
– – 0.04% 111
2014
Q3 		$227K Buy
1,888
+1,500
+387% +$186K 0.04% 113
2014
Q2 		$49K Sell
388
-1,500
-79% -$182K 0.01% 189
2014
Q1 		$235K Buy
+1,888
New +$234K 0.06% 103

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

Atwood & Palmer's VBK Position: Q3 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 322 shares worth $109K. The position accounts for 0.01% of the portfolio, ranked #203.

Atwood & Palmer first reported a position in VBK in Q1 2014 and has held it in 19 quarters since. The position peaked at $238K in Q4 2014. 62 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Atwood & Palmer held 322 shares of Vanguard Morningstar Small-Cap Growth ETF worth $109K as of Q3 2026.
  • Atwood & Palmer left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Atwood & Palmer's portfolio in Q3 2026, its #203 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 19 quarters since.
  • Atwood & Palmer's Vanguard Morningstar Small-Cap Growth ETF position peaked at $238K in Q4 2014.
  • 62 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Atwood & Palmer's 13F filing for Q3 2026, filed 8 Oct 2026.