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

Diversified 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
2026
Q3 		$4.58M Buy
13,566
+3,703
+38% +$1.29M 0.8% 26
2026
Q2 		$3.61M Buy
9,863
+7,389
+299% +$2.52M 0.77% 27
2026
Q1 		$748K Buy
2,474
+15
+0.6% +$4.71K 0.13% 151
2025
Q4 		$743K Buy
+2,459
New +$742K 0.17% 75

Other funds holding VBK

WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return
PP
Prosperity Planning Kansas City, Missouri $451M AUM 8.55% 1-Year Est. Return

Diversified Management's VBK Position: Q3 2026 in Review

Diversified Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 38% in Q3 2026, buying an estimated $1.29M and bringing the position to 13,566 shares worth $4.58M. The position accounts for 0.8% of the portfolio, ranked #26.

Diversified Management first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. 60 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Diversified Management held 13,566 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.58M as of Q3 2026.
  • Diversified Management bought 3,703 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $1.29M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.8% of Diversified Management's portfolio in Q3 2026, its #26 holding.
  • Diversified Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • 60 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Diversified Management's 13F filing for Q3 2026, filed 8 Oct 2026.