Forbes Financial Planning’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forbes Financial Planning’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	$10M	Sell	29,576 -253	-0.8%	-$88.3K	5.48%	9
2026 Q2	$10.9M	Sell	29,829 -86	-0.3%	-$29.3K	5.85%	9
2026 Q1	$9.04M	Buy	29,915 +1,876	+7%	+$590K	5.22%	9
2025 Q4	$8.47M	Buy	+28,039	New	+$8.46M	4.95%	9
2022 Q2	–	Sell	-11,630	Closed	-$2.85M	–	33
2022 Q1	$2.85M	Buy	11,630 +498	+4%	+$123K	3.55%	13
2021 Q4	$3.14M	Buy	+11,132	New	+$3.19M	3.09%	16

Other funds holding VBK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Forbes Financial Planning's VBK Position: Q3 2026 in Review

Forbes Financial Planning reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.85% in Q3 2026, selling an estimated $88.3K and leaving 29,576 shares worth $10M. The position accounts for 5.48% of the portfolio, ranked #9.

Forbes Financial Planning first reported a position in VBK in Q4 2021 and has held it in 6 quarters since. The position peaked at $10.9M in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Forbes Financial Planning held 29,576 shares of Vanguard Morningstar Small-Cap Growth ETF worth $10M as of Q3 2026.
Forbes Financial Planning sold 253 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $88.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 5.48% of Forbes Financial Planning's portfolio in Q3 2026, its #9 holding.
Forbes Financial Planning first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
Forbes Financial Planning's Vanguard Morningstar Small-Cap Growth ETF position peaked at $10.9M in Q2 2026.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Forbes Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.