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

Dupree Financial 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	–	Sell	-627	Closed	-$229K	–	89
2026 Q2	$229K	Buy	+627	New	+$214K	0.09%	75
2026 Q1	–	Sell	-682	Closed	-$206K	–	83
2025 Q4	$206K	Hold	682	–	–	0.08%	74
2025 Q3	$203K	Buy	+682	New	+$197K	0.08%	68
2024 Q2	–	Sell	-1,038	Closed	-$271K	–	72
2024 Q1	$271K	Buy	1,038 +73	+8%	+$17.9K	0.12%	52
2023 Q4	$233K	Buy	+965	New	+$209K	0.11%	50

Other funds holding VBK

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

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

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

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Dupree Financial Group's VBK Position: Q3 2026 in Review

Dupree Financial Group sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026, closing a stake of 627 shares — an estimated $229K sold.

Dupree Financial Group first reported a position in VBK in Q4 2023 and held it in 5 quarters. The position peaked at $271K in Q1 2024. 66 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Dupree Financial Group reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Dupree Financial Group sold 627 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $229K.
Dupree Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and held it in 5 quarters.
Dupree Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $271K in Q1 2024.
66 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Dupree Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.