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Creekmur Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Creekmur Asset 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
2025
Q3 		$43K Sell
144
-53
-27% -$15.3K 0.01% 356
2025
Q2 		$54.5K Hold
197
– – 0.01% 329
2025
Q1 		$49.6K Sell
197
-12
-6% -$3.33K 0.01% 315
2024
Q4 		$58.4K Buy
209
+1
+0.5% +$283 0.01% 210
2024
Q3 		$55.7K Hold
208
– – 0.01% 218
2024
Q2 		$52K Hold
208
– – 0.01% 259
2024
Q1 		$54.2K Sell
208
-19
-8% -$4.67K 0.02% 241
2023
Q4 		$55K Buy
+227
New +$49.3K 0.02% 282

Other funds holding VBK

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $72.2B AUM 27.85% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

Creekmur Asset Management's VBK Position: Q3 2025 in Review

Creekmur Asset Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 27% in Q3 2025, selling an estimated $15.3K and leaving 144 shares worth $43K. The position accounts for 0.01% of the portfolio, ranked #356.

Creekmur Asset Management first reported a position in VBK in Q4 2023 and has held it in 8 quarters since. The position peaked at $58.4K in Q4 2024. 1,113 funds tracked by Wall St. Rank hold VBK as of Q3 2025.

  • Creekmur Asset Management held 144 shares of Vanguard Morningstar Small-Cap Growth ETF worth $43K as of Q3 2025.
  • Creekmur Asset Management sold 53 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2025, an estimated $15.3K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #356 holding.
  • Creekmur Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Creekmur Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $58.4K in Q4 2024.
  • 1,113 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.