CX Institutional
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CX Institutional’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

CX Institutional’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 		$7.46M Buy
22,081
+1,302
+6% +$455K 0.2% 119
2026
Q2 		$7.6M Buy
20,779
+6
+0% +$2.04K 0.22% 115
2026
Q1 		$6.28M Sell
20,773
-14,309
-41% -$4.5M 0.19% 126
2025
Q4 		$10.6M Buy
35,082
+369
+1% +$111K 0.32% 69
2025
Q3 		$10.3M Sell
34,713
-159
-0.5% -$45.9K 0.31% 68
2025
Q2 		$9.7M Buy
34,872
+9,409
+37% +$2.42M 0.34% 57
2025
Q1 		$6.41M Buy
25,463
+5,761
+29% +$1.6M 0.24% 98
2024
Q4 		$5.52M Buy
19,702
+3,520
+22% +$995K 0.22% 111
2024
Q3 		$4.33M Sell
16,182
-2,138
-12% -$548K 0.19% 144
2024
Q2 		$4.58M Buy
18,320
+77
+0.4% +$19.2K 0.22% 114
2024
Q1 		$4.76M Sell
18,243
-143
-0.8% -$35.1K 0.23% 105
2023
Q4 		$4.45M Buy
18,386
+1,569
+9% +$341K 0.24% 109
2023
Q3 		$3.6M Buy
16,817
+183
+1% +$41.6K 0.2% 129
2023
Q2 		$3.82M Sell
16,634
-143
-0.9% -$31.1K 0.2% 151
2023
Q1 		$3.63M Sell
16,777
-4,978
-23% -$1.08M 0.19% 164
2022
Q4 		$4.36M Buy
21,755
+6,269
+40% +$1.28M 0.27% 99
2022
Q3 		$3.02M Buy
15,486
+2,213
+17% +$475K 0.21% 120
2022
Q2 		$2.62M Sell
13,273
-6,923
-34% -$1.5M 0.2% 132
2022
Q1 		$5.01M Sell
20,196
-1,551
-7% -$382K 0.4% 63
2021
Q4 		$6.13M Buy
21,747
+305
+1% +$87.5K 0.49% 58
2021
Q3 		$6.01M Buy
21,442
+3,151
+17% +$902K 0.49% 55
2021
Q2 		$5.3M Buy
18,291
+1,816
+11% +$508K 0.44% 59
2021
Q1 		$4.52M Buy
16,475
+2,525
+18% +$712K 0.4% 76
2020
Q4 		$3.73M Buy
13,950
+303
+2% +$73.3K 0.36% 68
2020
Q3 		$2.93M Sell
13,647
-4,783
-26% -$1.01M 0.32% 86
2020
Q2 		$3.68M Buy
18,430
+18,402
+65,721% +$3.32M 0.48% 49
2020
Q1 		$4K Sell
28
-12
-30% -$2.23K ﹤0.01% 591
2019
Q4 		$8K Hold
40
– – ﹤0.01% 476
2019
Q3 		$7K Sell
40
-12
-23% -$2.24K ﹤0.01% 524
2019
Q2 		$10K Buy
52
+11
+27% +$2K ﹤0.01% 496
2019
Q1 		$7K Buy
+41
New +$7.04K ﹤0.01% 502

Other funds holding VBK

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
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
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
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

CX Institutional's VBK Position: Q3 2026 in Review

CX Institutional increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.3% in Q3 2026, buying an estimated $455K and bringing the position to 22,081 shares worth $7.46M. The position accounts for 0.2% of the portfolio, ranked #119.

CX Institutional first reported a position in VBK in Q1 2019 and has held it in 31 quarters since. The position peaked at $10.6M in Q4 2025. 286 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • CX Institutional held 22,081 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.46M as of Q3 2026.
  • CX Institutional bought 1,302 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $455K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.2% of CX Institutional's portfolio in Q3 2026, its #119 holding.
  • CX Institutional first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 31 quarters since.
  • CX Institutional's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.6M in Q4 2025.
  • 286 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on CX Institutional's 13F filing for Q3 2026, filed 2 Oct 2026.