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Cahill Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Cahill Financial Advisors’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
Q2 		$2.04M Sell
5,567
-61
-1% -$20.8K 0.2% 86
2026
Q1 		$1.7M Buy
5,628
+39
+0.7% +$12.3K 0.18% 88
2025
Q4 		$1.69M Sell
5,589
-101
-2% -$30.5K 0.18% 87
2025
Q3 		$1.69M Sell
5,690
-17
-0.3% -$4.91K 0.19% 86
2025
Q2 		$1.58M Buy
5,707
+543
+11% +$140K 0.2% 83
2025
Q1 		$1.3M Buy
5,164
+219
+4% +$60.7K 0.18% 92
2024
Q4 		$1.38M Buy
4,945
+2,397
+94% +$678K 0.19% 89
2024
Q3 		$681K Sell
2,548
-134
-5% -$34.3K 0.09% 137
2024
Q2 		$671K Sell
2,682
-6
-0.2% -$1.5K 0.09% 152
2024
Q1 		$701K Sell
2,688
-4
-0.1% -$983 0.1% 152
2023
Q4 		$651K Sell
2,692
-76
-3% -$16.5K 0.1% 150
2023
Q3 		$593K Buy
2,768
+52
+2% +$11.8K 0.1% 148
2023
Q2 		$624K Buy
2,716
+326
+14% +$70.9K 0.1% 147
2023
Q1 		$517K Sell
2,390
-70
-3% -$15.1K 0.09% 150
2022
Q4 		$493K Sell
2,460
-228
-8% -$46.6K 0.09% 151
2022
Q3 		$525K Buy
2,688
+66
+3% +$14.2K 0.11% 149
2022
Q2 		$517K Sell
2,622
-23
-0.9% -$4.99K 0.11% 152
2022
Q1 		$656K Buy
2,645
+140
+6% +$34.5K 0.12% 139
2021
Q4 		$706K Sell
2,505
-208
-8% -$59.6K 0.14% 136
2021
Q3 		$760K Sell
2,713
-89
-3% -$25.5K 0.16% 128
2021
Q2 		$812K Sell
2,802
-15
-0.5% -$4.2K 0.18% 110
2021
Q1 		$773K Sell
2,817
-136
-5% -$38.3K 0.19% 104
2020
Q4 		$790K Buy
+2,953
New +$714K 0.2% 99
2014
Q2 		– Sell
-1,836
Closed -$229K – 115
2014
Q1 		$229K Buy
+1,836
New +$227K 0.2% 97

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
RWP
RWA Wealth Partners Newton, Massachusetts $10.4B AUM 21.69% 1-Year Est. Return

Cahill Financial Advisors's VBK Position: Q2 2026 in Review

Cahill Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.1% in Q2 2026, selling an estimated $20.8K and leaving 5,567 shares worth $2.04M. The position accounts for 0.2% of the portfolio, ranked #86.

Cahill Financial Advisors first reported a position in VBK in Q1 2014 and has held it in 24 quarters since. 1,012 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Cahill Financial Advisors held 5,567 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.04M as of Q2 2026.
  • Cahill Financial Advisors sold 61 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $20.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of Cahill Financial Advisors's portfolio in Q2 2026, its #86 holding.
  • Cahill Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 24 quarters since.
  • 1,012 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Cahill Financial Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.