Dynamic Wealth Strategies
VBK icon

Dynamic Wealth Strategies’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Dynamic Wealth Strategies’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 		$6.76K Hold
20
– – ﹤0.01% 259
2026
Q2 		$7.31K Hold
20
– – ﹤0.01% 250
2026
Q1 		$6.04K Hold
20
– – ﹤0.01% 251
2025
Q4 		$6.04K Hold
20
– – ﹤0.01% 230
2025
Q3 		$5.95K Hold
20
– – ﹤0.01% 220
2025
Q2 		$5.54K Buy
+20
New +$5.15K ﹤0.01% 215

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

Dynamic Wealth Strategies's VBK Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 20 shares worth $6.76K. The position accounts for ﹤0.01% of the portfolio, ranked #259.

Dynamic Wealth Strategies first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $7.31K in Q2 2026. 338 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Dynamic Wealth Strategies held 20 shares of Vanguard Morningstar Small-Cap Growth ETF worth $6.76K as of Q3 2026.
  • Dynamic Wealth Strategies 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 Dynamic Wealth Strategies's portfolio in Q3 2026, its #259 holding.
  • Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Dynamic Wealth Strategies's Vanguard Morningstar Small-Cap Growth ETF position peaked at $7.31K in Q2 2026.
  • 338 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

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