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Enclave Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Enclave Advisors’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 		$239K Buy
+708
New +$247K 0.03% 123
2025
Q4 		– Sell
-1,632
Closed -$486K – 134
2025
Q3 		$486K Buy
+1,632
New +$471K 0.07% 80

Other funds holding VBK

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
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Enclave Advisors's VBK Position: Q3 2026 in Review

Enclave Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 708 shares worth $239K. The stake represents 0.03% of the portfolio and ranks #123 among its holdings. This is a return to the name: Enclave Advisors previously reported a position in VBK as recently as Q3 2025.

Enclave Advisors first reported a position in VBK in Q3 2025 and has held it in 2 quarters since. The position peaked at $486K in Q3 2025. 191 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Enclave Advisors held 708 shares of Vanguard Morningstar Small-Cap Growth ETF worth $239K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Enclave Advisors position in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Enclave Advisors's portfolio in Q3 2026, its #123 holding.
  • Enclave Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • Enclave Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $486K in Q3 2025.
  • 191 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Enclave Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.