Empirical Wealth Management
VBK icon

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

Empirical Wealth 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 		$5.16M Sell
15,270
-815
-5% -$285K 0.07% 160
2026
Q2 		$5.88M Buy
16,085
+1,376
+9% +$469K 0.09% 139
2026
Q1 		$4.45M Buy
14,709
+513
+4% +$161K 0.08% 162
2025
Q4 		$4.29M Sell
14,196
-53
-0.4% -$16K 0.08% 159
2025
Q3 		$4.24M Buy
14,249
+1,502
+12% +$434K 0.08% 154
2025
Q2 		$3.53M Buy
12,747
+1,828
+17% +$471K 0.08% 159
2025
Q1 		$2.75M Buy
10,919
+555
+5% +$154K 0.07% 175
2024
Q4 		$2.9M Buy
10,364
+384
+4% +$109K 0.08% 160
2024
Q3 		$2.67M Buy
9,980
+2,732
+38% +$700K 0.07% 164
2024
Q2 		$1.81M Buy
7,248
+958
+15% +$239K 0.05% 192
2024
Q1 		$1.64M Buy
6,290
+696
+12% +$171K 0.05% 205
2023
Q4 		$1.35M Buy
5,594
+2,002
+56% +$435K 0.04% 212
2023
Q3 		$769K Buy
3,592
+1,014
+39% +$230K 0.03% 252
2023
Q2 		$592K Buy
2,578
+562
+28% +$122K 0.02% 284
2023
Q1 		$436K Sell
2,016
-479
-19% -$104K 0.02% 342
2022
Q4 		$500K Buy
2,495
+9
+0.4% +$1.84K 0.02% 305
2022
Q3 		$485K Sell
2,486
-218
-8% -$46.8K 0.03% 305
2022
Q2 		$533K Sell
2,704
-209
-7% -$45.3K 0.03% 284
2022
Q1 		$723K Sell
2,913
-2,466
-46% -$607K 0.04% 265
2021
Q4 		$1.52M Buy
5,379
+380
+8% +$109K 0.08% 161
2021
Q3 		$1.4M Buy
4,999
+486
+11% +$139K 0.08% 151
2021
Q2 		$1.31M Buy
4,513
+222
+5% +$62.1K 0.08% 156
2021
Q1 		$1.18M Buy
4,291
+911
+27% +$257K 0.09% 137
2020
Q4 		$905K Buy
3,380
+2,279
+207% +$551K 0.07% 162
2020
Q3 		$237K Buy
+1,101
New +$233K 0.02% 305
2018
Q4 		– Sell
-1,486
Closed -$278K – 232
2018
Q3 		$278K Buy
+1,486
New +$273K 0.05% 169

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Empirical Wealth Management's VBK Position: Q3 2026 in Review

Empirical Wealth Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 5.1% in Q3 2026, selling an estimated $285K and leaving 15,270 shares worth $5.16M. The position accounts for 0.07% of the portfolio, ranked #160.

Empirical Wealth Management first reported a position in VBK in Q3 2018 and has held it in 26 quarters since. The position peaked at $5.88M in Q2 2026. 875 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Empirical Wealth Management held 15,270 shares of Vanguard Morningstar Small-Cap Growth ETF worth $5.16M as of Q3 2026.
  • Empirical Wealth Management sold 815 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $285K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of Empirical Wealth Management's portfolio in Q3 2026, its #160 holding.
  • Empirical Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2018 and has held it in 26 quarters since.
  • Empirical Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $5.88M in Q2 2026.
  • 875 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Empirical Wealth Management's 13F filing for Q3 2026, filed 27 Oct 2026.