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

Balance Wealth’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	$166K	Buy	+492	New	+$172K	0.04%	180

Other funds holding VBK

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

LPL Financial San Diego, California $468B AUM 17.69% 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

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

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Balance Wealth's VBK Position: Q3 2026 in Review

Balance Wealth opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 492 shares worth $166K. The stake represents 0.04% of the portfolio and ranks #180 among its holdings.

878 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Balance Wealth held 492 shares of Vanguard Morningstar Small-Cap Growth ETF worth $166K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Balance Wealth position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Balance Wealth's portfolio in Q3 2026, its #180 holding.
878 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Balance Wealth's 13F filing for Q3 2026, filed 27 Oct 2026.