Brian Low Financial Group
VBK icon

Brian Low Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Brian Low Financial Group’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 		$277K Sell
821
-1
-0.1% -$349 0.15% 90
2026
Q2 		$301K Sell
822
-24
-3% -$8.18K 0.18% 87
2026
Q1 		$256K Sell
846
-110
-12% -$34.6K 0.17% 97
2025
Q4 		$289K Sell
956
-100
-9% -$30.2K 0.2% 89
2025
Q3 		$314K Sell
1,056
-157
-13% -$45.3K 0.24% 84
2025
Q2 		$336K Buy
+1,213
New +$312K 0.31% 76

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Brian Low Financial Group's VBK Position: Q3 2026 in Review

Brian Low Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.12% in Q3 2026, selling an estimated $349 and leaving 821 shares worth $277K. The position accounts for 0.15% of the portfolio, ranked #90.

Brian Low Financial Group first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $336K in Q2 2025. 859 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Brian Low Financial Group held 821 shares of Vanguard Morningstar Small-Cap Growth ETF worth $277K as of Q3 2026.
  • Brian Low Financial Group sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q3 2026, an estimated $349.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Brian Low Financial Group's portfolio in Q3 2026, its #90 holding.
  • Brian Low Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Brian Low Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $336K in Q2 2025.
  • 859 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Brian Low Financial Group's 13F filing for Q3 2026, filed 28 Oct 2026.