Dala Group
VBK icon

Dala Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Dala Group’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 		$718K Buy
2,127
+140
+7% +$48.9K 0.53% 30
2026
Q2 		$727K Sell
1,987
-338
-15% -$115K 0.6% 30
2026
Q1 		$703K Buy
2,325
+189
+9% +$59.4K 0.59% 33
2025
Q4 		$645K Buy
+2,136
New +$644K 0.56% 39

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
One Day In July LLC
One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Dala Group's VBK Position: Q3 2026 in Review

Dala Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7% in Q3 2026, buying an estimated $48.9K and bringing the position to 2,127 shares worth $718K. The position accounts for 0.53% of the portfolio, ranked #30.

Dala Group first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $727K in Q2 2026. 597 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Dala Group held 2,127 shares of Vanguard Morningstar Small-Cap Growth ETF worth $718K as of Q3 2026.
  • Dala Group bought 140 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $48.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.53% of Dala Group's portfolio in Q3 2026, its #30 holding.
  • Dala Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Dala Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $727K in Q2 2026.
  • 597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Dala Group's 13F filing for Q3 2026, filed 29 Oct 2026.