Capital Advantage
VBK icon

Capital Advantage’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Capital Advantage’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 		$420K Buy
1,244
+47
+4% +$16.4K 0.05% 109
2026
Q2 		$438K Buy
+1,197
New +$408K 0.05% 103

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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

Capital Advantage's VBK Position: Q3 2026 in Review

Capital Advantage increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.9% in Q3 2026, buying an estimated $16.4K and bringing the position to 1,244 shares worth $420K. The position accounts for 0.05% of the portfolio, ranked #109.

Capital Advantage first reported a position in VBK in Q2 2026 and has held it in 2 quarters since. The position peaked at $438K in Q2 2026. 528 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Capital Advantage held 1,244 shares of Vanguard Morningstar Small-Cap Growth ETF worth $420K as of Q3 2026.
  • Capital Advantage bought 47 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $16.4K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Capital Advantage's portfolio in Q3 2026, its #109 holding.
  • Capital Advantage first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Capital Advantage's Vanguard Morningstar Small-Cap Growth ETF position peaked at $438K in Q2 2026.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Capital Advantage's 13F filing for Q3 2026, filed 14 Oct 2026.