Center for Financial Planning
VBK icon

Center for Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Center for Financial Planning’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 		$3.34M Sell
9,877
-222
-2% -$77.5K 0.31% 23
2026
Q2 		$3.69M Sell
10,099
-417
-4% -$142K 0.35% 25
2026
Q1 		$3.18M Sell
10,516
-342
-3% -$107K 0.33% 25
2025
Q4 		$3.28M Sell
10,858
-277
-2% -$83.6K 0.34% 23
2025
Q3 		$3.31M Sell
11,135
-600
-5% -$173K 0.35% 21
2025
Q2 		$3.25M Sell
11,735
-1,185
-9% -$305K 0.37% 18
2025
Q1 		$3.25M Sell
12,920
-312
-2% -$86.5K 0.42% 17
2024
Q4 		$3.71M Sell
13,232
-90
-0.7% -$25.4K 0.49% 17
2024
Q3 		$3.56M Sell
13,322
-248
-2% -$63.5K 0.48% 15
2024
Q2 		$3.39M Sell
13,570
-366
-3% -$91.3K 0.49% 17
2024
Q1 		$3.63M Sell
13,936
-204
-1% -$50.1K 0.54% 14
2023
Q4 		$3.42M Buy
14,140
+11,889
+528% +$2.58M 0.63% 13
2023
Q3 		$482K Sell
2,251
-625
-22% -$142K 0.1% 82
2023
Q2 		$661K Hold
2,876
– – 0.14% 65
2023
Q1 		$622K Sell
2,876
-50
-2% -$10.8K 0.14% 66
2022
Q4 		$587K Sell
2,926
-1,700
-37% -$348K 0.14% 66
2022
Q3 		$903K Buy
4,626
+1,115
+32% +$239K 0.24% 53
2022
Q2 		$692K Buy
3,511
+672
+24% +$146K 0.18% 63
2022
Q1 		$704K Buy
2,839
+991
+54% +$244K 0.14% 70
2021
Q4 		$521K Buy
1,848
+26
+1% +$7.46K 0.11% 80
2021
Q3 		$510K Hold
1,822
– – 0.12% 77
2021
Q2 		$528K Sell
1,822
-189
-9% -$52.9K 0.13% 77
2021
Q1 		$552K Buy
2,011
+52
+3% +$14.7K 0.14% 74
2020
Q4 		$524K Sell
1,959
-675
-26% -$163K 0.15% 70
2020
Q3 		$566K Sell
2,634
-475
-15% -$100K 0.18% 59
2020
Q2 		$621K Sell
3,109
-1,708
-35% -$308K 0.22% 51
2020
Q1 		$724K Buy
4,817
+4,684
+3,522% +$869K 0.24% 46
2019
Q4 		$26K Buy
+133
New +$25.2K 0.01% 241

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Center for Financial Planning's VBK Position: Q3 2026 in Review

Center for Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.2% in Q3 2026, selling an estimated $77.5K and leaving 9,877 shares worth $3.34M. The position accounts for 0.31% of the portfolio, ranked #23.

Center for Financial Planning first reported a position in VBK in Q4 2019 and has held it in 28 quarters since. The position peaked at $3.71M in Q4 2024. 1,046 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Center for Financial Planning held 9,877 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.34M as of Q3 2026.
  • Center for Financial Planning sold 222 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $77.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.31% of Center for Financial Planning's portfolio in Q3 2026, its #23 holding.
  • Center for Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 28 quarters since.
  • Center for Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.71M in Q4 2024.
  • 1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Center for Financial Planning's 13F filing for Q3 2026, filed 26 Oct 2026.