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

Brown 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 		$2.11M Sell
6,259
-287
-4% -$100K 0.46% 35
2026
Q2 		$2.39M Sell
6,546
-37
-0.6% -$12.6K 0.54% 31
2026
Q1 		$1.99M Buy
6,583
+40
+0.6% +$12.6K 0.51% 32
2025
Q4 		$1.98M Sell
6,543
-2,561
-28% -$773K 0.52% 36
2025
Q3 		$2.71M Buy
9,104
+9
+0.1% +$2.6K 0.76% 33
2025
Q2 		$2.52M Sell
9,095
-3,979
-30% -$1.02M 0.78% 33
2025
Q1 		$3.29M Buy
13,074
+2,535
+24% +$702K 1.13% 23
2024
Q4 		$2.95M Buy
10,539
+310
+3% +$87.6K 1.05% 24
2024
Q3 		$2.73M Buy
10,229
+46
+0.5% +$11.8K 0.99% 24
2024
Q2 		$2.55M Buy
10,183
+1,773
+21% +$442K 1.03% 24
2024
Q1 		$2.19M Buy
8,410
+196
+2% +$48.1K 0.91% 26
2023
Q4 		$1.99M Sell
8,214
-1,878
-19% -$408K 0.88% 28
2023
Q3 		$2.16M Buy
10,092
+3,747
+59% +$852K 1.03% 24
2023
Q2 		$1.46M Buy
+6,345
New +$1.38M 0.75% 32

Other funds holding VBK

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
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

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

Brown Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 4.4% in Q3 2026, selling an estimated $100K and leaving 6,259 shares worth $2.11M. The position accounts for 0.46% of the portfolio, ranked #35.

Brown Wealth Management first reported a position in VBK in Q2 2023 and has held it in 14 quarters since. The position peaked at $3.29M in Q1 2025. 305 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Brown Wealth Management held 6,259 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.11M as of Q3 2026.
  • Brown Wealth Management sold 287 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $100K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.46% of Brown Wealth Management's portfolio in Q3 2026, its #35 holding.
  • Brown Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Brown Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.29M in Q1 2025.
  • 305 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Brown Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.