CJM Wealth Advisers
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CJM Wealth Advisers’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

CJM Wealth Advisers’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 		$9.32M Sell
27,589
-2,331
-8% -$814K 2.46% 7
2026
Q2 		$10.9M Sell
29,920
-890
-3% -$303K 2.87% 7
2026
Q1 		$9.31M Sell
30,810
-174
-0.6% -$54.7K 2.84% 7
2025
Q4 		$9.36M Buy
30,984
+193
+0.6% +$58.2K 2.8% 7
2025
Q3 		$9.16M Buy
30,791
+12,935
+72% +$3.73M 2.82% 6
2025
Q2 		$4.95M Sell
17,856
-237
-1% -$61K 1.65% 9
2025
Q1 		$4.56M Buy
18,093
+1,653
+10% +$458K 1.61% 10
2024
Q4 		$4.6M Buy
16,440
+46
+0.3% +$13K 1.55% 10
2024
Q3 		$4.38M Sell
16,394
-389
-2% -$100K 1.5% 10
2024
Q2 		$4.17M Sell
16,783
-120
-0.7% -$29.9K 1.53% 9
2024
Q1 		$4.41M Buy
16,903
+1,507
+10% +$370K 1.67% 9
2023
Q4 		$3.72M Sell
15,396
-2,704
-15% -$587K 1.64% 9
2023
Q3 		$3.88M Buy
18,100
+1,651
+10% +$375K 1.89% 10
2023
Q2 		$3.78M Buy
16,449
+1,329
+9% +$289K 1.92% 10
2023
Q1 		$3.27M Buy
15,120
+693
+5% +$150K 1.86% 8
2022
Q4 		$2.89M Sell
14,427
-112
-0.8% -$22.9K 1.78% 8
2022
Q3 		$2.84M Buy
14,539
+1,107
+8% +$238K 2.02% 8
2022
Q2 		$2.65M Sell
13,432
-7,208
-35% -$1.56M 1.84% 8
2022
Q1 		$5.12M Sell
20,640
-750
-4% -$185K 3.5% 9
2021
Q4 		$6.03M Buy
+21,390
New +$6.13M 4.29% 6

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

CJM Wealth Advisers's VBK Position: Q3 2026 in Review

CJM Wealth Advisers reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.8% in Q3 2026, selling an estimated $814K and leaving 27,589 shares worth $9.32M. The position accounts for 2.46% of the portfolio, ranked #7.

CJM Wealth Advisers first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $10.9M in Q2 2026. 539 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • CJM Wealth Advisers held 27,589 shares of Vanguard Morningstar Small-Cap Growth ETF worth $9.32M as of Q3 2026.
  • CJM Wealth Advisers sold 2,331 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $814K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.46% of CJM Wealth Advisers's portfolio in Q3 2026, its #7 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
  • CJM Wealth Advisers's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.9M in Q2 2026.
  • 539 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on CJM Wealth Advisers's 13F filing for Q3 2026, filed 27 Oct 2026.