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

Florida Financial 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 		$226K Sell
670
-593
-47% -$207K 0.04% 340
2026
Q2 		$462K Buy
1,263
+252
+25% +$85.8K 0.08% 207
2026
Q1 		$306K Sell
1,011
-400
-28% -$126K 0.07% 246
2025
Q4 		$427K Sell
1,411
-112
-7% -$33.8K 0.12% 162
2025
Q3 		$454K Sell
1,523
-46
-3% -$13.3K 0.14% 158
2025
Q2 		$435K Buy
1,569
+260
+20% +$67K 0.14% 157
2025
Q1 		$330K Sell
1,309
-519
-28% -$144K 0.13% 161
2024
Q4 		$512K Buy
1,828
+374
+26% +$106K 0.23% 89
2024
Q3 		$389K Buy
1,454
+623
+75% +$160K 0.2% 98
2024
Q2 		$208K Sell
831
-42
-5% -$10.5K 0.12% 140
2024
Q1 		$228K Sell
873
-544
-38% -$134K 0.17% 108
2023
Q4 		$343K Buy
+1,417
New +$308K 0.32% 58

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
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Florida Financial Advisors's VBK Position: Q3 2026 in Review

Florida Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 47% in Q3 2026, selling an estimated $207K and leaving 670 shares worth $226K. The position accounts for 0.04% of the portfolio, ranked #340.

Florida Financial Advisors first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $512K in Q4 2024. 1,057 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Florida Financial Advisors held 670 shares of Vanguard Morningstar Small-Cap Growth ETF worth $226K as of Q3 2026.
  • Florida Financial Advisors sold 593 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $207K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Florida Financial Advisors's portfolio in Q3 2026, its #340 holding.
  • Florida Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Florida Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $512K in Q4 2024.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Florida Financial Advisors's 13F filing for Q3 2026, filed 9 Nov 2026.