Ausdal Financial Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $1.7M | Buy |
5,617
+6
| +0.1% | +$1.89K | 0.08% | 257 |
|
|
2025
Q4 | $1.69M | Sell |
5,611
-521
| -8% | -$157K | 0.08% | 254 |
|
|
2025
Q3 | $1.83M | Buy |
6,132
+310
| +5% | +$89.5K | 0.09% | 234 |
|
|
2025
Q2 | $1.61M | Sell |
5,822
-244
| -4% | -$62.8K | 0.11% | 186 |
|
|
2025
Q1 | $1.53M | Buy |
6,066
+486
| +9% | +$135K | 0.12% | 181 |
|
|
2024
Q4 | $1.56M | Sell |
5,580
-990
| -15% | -$280K | 0.14% | 153 |
|
|
2024
Q3 | $1.76M | Sell |
6,570
-19
| -0.3% | -$4.87K | 0.18% | 122 |
|
|
2024
Q2 | $1.65M | Buy |
6,589
+1,744
| +36% | +$435K | 0.18% | 122 |
|
|
2024
Q1 | $1.26M | Buy |
4,845
+407
| +9% | +$100K | 0.15% | 149 |
|
|
2023
Q4 | $1.07M | Buy |
4,438
+368
| +9% | +$79.9K | 0.13% | 157 |
|
|
2023
Q3 | $872K | Buy |
4,070
+190
| +5% | +$43.2K | 0.12% | 165 |
|
|
2023
Q2 | $891K | Buy |
3,880
+37
| +1% | +$8.05K | 0.12% | 172 |
|
|
2023
Q1 | $832K | Sell |
3,843
-43
| -1% | -$9.29K | 0.11% | 184 |
|
|
2022
Q4 | $779K | Sell |
3,886
-132
| -3% | -$27K | 0.11% | 185 |
|
|
2022
Q3 | $784K | Sell |
4,018
-41
| -1% | -$8.8K | 0.12% | 186 |
|
|
2022
Q2 | $800K | Sell |
4,059
-6
| -0.1% | -$1.3K | 0.12% | 202 |
|
|
2022
Q1 | $1.01M | Sell |
4,065
-45
| -1% | -$11.1K | 0.14% | 181 |
|
|
2021
Q4 | $1.16M | Sell |
4,110
-571
| -12% | -$164K | 0.15% | 171 |
|
|
2021
Q3 | $1.31M | Buy |
4,681
+665
| +17% | +$190K | 0.2% | 146 |
|
|
2021
Q2 | $1.16M | Sell |
4,016
-740
| -16% | -$207K | 0.18% | 157 |
|
|
2021
Q1 | $1.31M | Buy |
4,756
+63
| +1% | +$17.8K | 0.22% | 135 |
|
|
2020
Q4 | $1.26M | Buy |
4,693
+657
| +16% | +$159K | 0.24% | 123 |
|
|
2020
Q3 | $867K | Buy |
4,036
+2,001
| +98% | +$423K | 0.21% | 129 |
|
|
2020
Q2 | $406K | Buy |
2,035
+264
| +15% | +$47.7K | 0.13% | 165 |
|
|
2020
Q1 | $292K | Hold |
1,771
| – | – | 0.1% | 196 |
|
|
2019
Q4 | $358K | Buy |
+1,771
| New | +$336K | 0.11% | 220 |
|
|
2019
Q3 | – | Sell |
-1,065
| Closed | -$204K | – | 319 |
|
|
2019
Q2 | $204K | Buy |
+1,065
| New | +$194K | 0.08% | 272 |
|
|
2018
Q4 | – | Sell |
-2,839
| Closed | -$532K | – | 392 |
|
|
2018
Q3 | $532K | Sell |
2,839
-40
| -1% | -$7.36K | 0.15% | 180 |
|
|
2018
Q2 | $506K | Buy |
2,879
+2
| +0.1% | +$343 | 0.16% | 189 |
|
|
2018
Q1 | $472K | Sell |
2,877
-134
| -4% | -$22.1K | 0.16% | 177 |
|
|
2017
Q4 | $484K | Sell |
3,011
-2,300
| -43% | -$361K | 0.17% | 176 |
|
|
2017
Q3 | $811K | Buy |
5,311
+207
| +4% | +$30.4K | 0.32% | 89 |
|
|
2017
Q2 | $744K | Buy |
5,104
+58
| +1% | +$8.31K | 0.32% | 86 |
|
|
2017
Q1 | $710K | Sell |
5,046
-701
| -12% | -$97.1K | 0.32% | 83 |
|
|
2016
Q4 | $765K | Buy |
5,747
+306
| +6% | +$40K | 0.36% | 75 |
|
|
2016
Q3 | $717K | Buy |
5,441
+801
| +17% | +$104K | 0.36% | 78 |
|
|
2016
Q2 | $575K | Sell |
4,640
-84
| -2% | -$10.2K | 0.3% | 91 |
|
|
2016
Q1 | $562K | Buy |
4,724
+178
| +4% | +$19.8K | 0.32% | 85 |
|
|
2015
Q4 | $552K | Buy |
+4,546
| New | +$561K | 0.28% | 84 |
|
Other funds holding VBK
EWA
Ausdal Financial Partners's VBK Position: Q1 2026 in Review
Ausdal Financial Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.11% in Q1 2026, buying an estimated $1.89K and bringing the position to 5,617 shares worth $1.7M. The position accounts for 0.08% of the portfolio, ranked #257.
Ausdal Financial Partners first reported a position in VBK in Q4 2015 and has held it in 39 quarters since. The position peaked at $1.83M in Q3 2025. 1,214 funds tracked by Wall St. Rank hold VBK as of Q1 2026.
- Ausdal Financial Partners held 5,617 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.7M as of Q1 2026.
- Ausdal Financial Partners bought 6 Vanguard Morningstar Small-Cap Growth ETF shares in Q1 2026, an estimated $1.89K.
- Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Ausdal Financial Partners's portfolio in Q1 2026, its #257 holding.
- Ausdal Financial Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2015 and has held it in 39 quarters since.
- Ausdal Financial Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.83M in Q3 2025.
- 1,214 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q1 2026.
Based on Ausdal Financial Partners's 13F filing for Q1 2026, filed 12 May 2026.