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

Everhart 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 		$7.02M Sell
20,780
-1,399
-6% -$488K 0.43% 29
2026
Q2 		$8.11M Sell
22,179
-2,754
-11% -$938K 0.52% 29
2026
Q1 		$7.54M Buy
24,933
+1,887
+8% +$593K 0.64% 24
2025
Q4 		$6.96M Buy
23,046
+2,164
+10% +$653K 0.64% 25
2025
Q3 		$6.21M Buy
20,882
+1,249
+6% +$361K 0.62% 24
2025
Q2 		$5.44M Buy
19,633
+2,645
+16% +$681K 0.63% 23
2025
Q1 		$4.28M Buy
16,988
+2,419
+17% +$670K 0.58% 24
2024
Q4 		$4.08M Buy
14,569
+1,024
+8% +$289K 0.84% 22
2024
Q3 		$3.62M Sell
13,545
-47
-0.3% -$12K 0.8% 26
2024
Q2 		$3.4M Buy
13,592
+495
+4% +$123K 0.88% 23
2024
Q1 		$3.41M Buy
13,097
+972
+8% +$239K 0.99% 21
2023
Q4 		$2.93M Buy
12,125
+277
+2% +$60.1K 1.04% 21
2023
Q3 		$2.54M Buy
11,848
+337
+3% +$76.6K 1.08% 22
2023
Q2 		$2.51M Buy
11,511
+1,266
+12% +$275K 1.04% 24
2023
Q1 		$2.22M Buy
10,245
+1,005
+11% +$217K 0.99% 24
2022
Q4 		$1.85M Sell
9,240
-6,672
-42% -$1.36M 0.93% 25
2022
Q3 		$3.1M Buy
15,912
+7,344
+86% +$1.58M 1.72% 12
2022
Q2 		$1.69M Sell
8,568
-712
-8% -$154K 1.03% 21
2022
Q1 		$2.3M Buy
9,280
+666
+8% +$164K 1.33% 21
2021
Q4 		$2.43M Sell
8,614
-786
-8% -$225K 1.47% 18
2021
Q3 		$2.63M Sell
9,400
-873
-8% -$250K 1.8% 16
2021
Q2 		$2.98M Buy
10,273
+1,403
+16% +$392K 2.05% 14
2021
Q1 		$2.44M Buy
8,870
+3
+0% +$846 2.14% 13
2020
Q4 		$2.37M Buy
+8,867
New +$2.14M 2.19% 13

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
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
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

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

Everhart Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.3% in Q3 2026, selling an estimated $488K and leaving 20,780 shares worth $7.02M. The position accounts for 0.43% of the portfolio, ranked #29.

Everhart Financial Group first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. The position peaked at $8.11M in Q2 2026. 64 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Everhart Financial Group held 20,780 shares of Vanguard Morningstar Small-Cap Growth ETF worth $7.02M as of Q3 2026.
  • Everhart Financial Group sold 1,399 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $488K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.43% of Everhart Financial Group's portfolio in Q3 2026, its #29 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Everhart Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $8.11M in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Everhart Financial Group's 13F filing for Q3 2026, filed 8 Oct 2026.