Flagstar Advisors
VBK icon

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

Flagstar 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 		$207K Buy
+612
New +$214K 0.06% 179
2022
Q4 		– Sell
-153
Closed -$30K – 271
2022
Q3 		$30K Buy
+153
New +$32.8K 0.01% 220
2021
Q4 		– Sell
-117
Closed -$33K – 223
2021
Q3 		$33K Buy
+117
New +$33.5K 0.01% 184

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
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 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

Flagstar Advisors's VBK Position: Q3 2026 in Review

Flagstar Advisors opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 612 shares worth $207K. The stake represents 0.06% of the portfolio and ranks #179 among its holdings. This is a return to the name: Flagstar Advisors previously reported a position in VBK as recently as Q3 2022.

Flagstar Advisors first reported a position in VBK in Q3 2021 and has held it in 3 quarters since. 565 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Flagstar Advisors held 612 shares of Vanguard Morningstar Small-Cap Growth ETF worth $207K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Flagstar Advisors position in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.06% of Flagstar Advisors's portfolio in Q3 2026, its #179 holding.
  • Flagstar Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 3 quarters since.
  • 565 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Flagstar Advisors's 13F filing for Q3 2026, filed 15 Oct 2026.