DiNuzzo Private Wealth
VBK icon

DiNuzzo Private Wealth’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

DiNuzzo Private Wealth’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 		$33.4K Hold
99
– – ﹤0.01% 166
2026
Q2 		$36.2K Hold
99
– – ﹤0.01% 159
2026
Q1 		$29.9K Hold
99
– – ﹤0.01% 165
2025
Q4 		$29.9K Hold
99
– – ﹤0.01% 158
2025
Q3 		$29K Hold
99
– – ﹤0.01% 157
2025
Q2 		$27.4K Hold
99
– – ﹤0.01% 166
2025
Q1 		$24.9K Hold
99
– – ﹤0.01% 162
2024
Q4 		$27.7K Hold
99
– – ﹤0.01% 155
2024
Q3 		$26.5K Hold
99
– – ﹤0.01% 168
2024
Q2 		$24.8K Hold
99
– – ﹤0.01% 131
2024
Q1 		$25.8K Hold
99
– – ﹤0.01% 119
2023
Q4 		$23.9K Buy
+99
New +$21.5K ﹤0.01% 125

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

DiNuzzo Private Wealth's VBK Position: Q3 2026 in Review

DiNuzzo Private Wealth held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 99 shares worth $33.4K. The position accounts for ﹤0.01% of the portfolio, ranked #166.

DiNuzzo Private Wealth first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $36.2K in Q2 2026. 517 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • DiNuzzo Private Wealth held 99 shares of Vanguard Morningstar Small-Cap Growth ETF worth $33.4K as of Q3 2026.
  • DiNuzzo Private Wealth left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of DiNuzzo Private Wealth's portfolio in Q3 2026, its #166 holding.
  • DiNuzzo Private Wealth first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • DiNuzzo Private Wealth's Vanguard Morningstar Small-Cap Growth ETF position peaked at $36.2K in Q2 2026.
  • 517 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on DiNuzzo Private Wealth's 13F filing for Q3 2026, filed 16 Oct 2026.