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

Farther Finance 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 		$4.31M Buy
12,750
+2,594
+26% +$906K 0.03% 483
2026
Q2 		$3.71M Buy
10,156
+1,885
+23% +$642K 0.03% 500
2026
Q1 		$2.52M Buy
8,271
+912
+12% +$287K 0.02% 552
2025
Q4 		$2.22M Buy
7,359
+1,915
+35% +$578K 0.02% 544
2025
Q3 		$1.62M Buy
5,444
+2,220
+69% +$641K 0.02% 531
2025
Q2 		$893K Sell
3,224
-655
-17% -$169K 0.02% 637
2025
Q1 		$981K Buy
3,879
+2,390
+161% +$662K 0.03% 511
2024
Q4 		$417K Buy
1,489
+98
+7% +$27.7K 0.02% 660
2024
Q3 		$372K Sell
1,391
-818
-37% -$210K 0.01% 721
2024
Q2 		$548K Buy
2,209
+33
+2% +$8.23K 0.03% 453
2024
Q1 		$562K Sell
2,176
-140
-6% -$34.4K 0.03% 368
2023
Q4 		$560K Buy
2,316
+1,620
+233% +$352K 0.04% 326
2023
Q3 		$149K Buy
696
+325
+88% +$73.9K 0.02% 442
2023
Q2 		$85.2K Sell
371
-396
-52% -$86.2K 0.02% 511
2023
Q1 		$166K Buy
767
+611
+392% +$132K 0.05% 288
2022
Q4 		$31.3K Buy
+156
New +$31.9K 0.01% 601

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
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Farther Finance Advisors's VBK Position: Q3 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 26% in Q3 2026, buying an estimated $906K and bringing the position to 12,750 shares worth $4.31M. The position accounts for 0.03% of the portfolio, ranked #483.

Farther Finance Advisors first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Farther Finance Advisors held 12,750 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.31M as of Q3 2026.
  • Farther Finance Advisors bought 2,594 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $906K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Farther Finance Advisors's portfolio in Q3 2026, its #483 holding.
  • Farther Finance Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Farther Finance Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.