Aviso Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Aviso Wealth Management’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	$813K	Hold	2,407	–	–	0.31%	69
2026 Q2	$880K	Hold	2,407	–	–	0.3%	64
2026 Q1	$728K	Hold	2,407	–	–	0.33%	69
2025 Q4	$727K	Buy	2,407 +72	+3%	+$21.7K	0.31%	74
2025 Q3	$695K	Hold	2,335	–	–	0.3%	72
2025 Q2	$647K	Hold	2,335	–	–	0.3%	78
2025 Q1	$588K	Sell	2,335 -145	-6%	-$40.2K	0.31%	83
2024 Q4	$694K	Hold	2,480	–	–	0.35%	73
2024 Q3	$663K	Hold	2,480	–	–	0.36%	74
2024 Q2	$620K	Hold	2,480	–	–	0.37%	71
2024 Q1	$646K	Hold	2,480	–	–	0.41%	61
2023 Q4	$599K	Buy	+2,480	New	+$538K	0.43%	59

Other funds holding VBK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Aviso Wealth Management's VBK Position: Q3 2026 in Review

Aviso Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 2,407 shares worth $813K. The position accounts for 0.31% of the portfolio, ranked #69.

Aviso Wealth Management first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $880K in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Aviso Wealth Management held 2,407 shares of Vanguard Morningstar Small-Cap Growth ETF worth $813K as of Q3 2026.
Aviso Wealth Management left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.31% of Aviso Wealth Management's portfolio in Q3 2026, its #69 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $880K in Q2 2026.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.