Forvis Mazars Wealth Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Forvis Mazars Wealth 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	–	Sell	-582	Closed	-$213K	–	438
2026 Q2	$213K	Buy	+582	New	+$198K	﹤0.01%	420
2026 Q1	–	Sell	-668	Closed	-$202K	–	415
2025 Q4	$202K	Buy	+668	New	+$202K	﹤0.01%	401
2020 Q2	–	Sell	-1,688	Closed	-$254K	–	317
2020 Q1	$254K	Hold	1,688	–	–	0.02%	245
2019 Q4	$335K	Hold	1,688	–	–	0.02%	230
2019 Q3	$307K	Buy	+1,688	New	+$314K	0.02%	220

Other funds holding VBK

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

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

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Forvis Mazars Wealth Advisors's VBK Position: Q3 2026 in Review

Forvis Mazars Wealth Advisors sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026, closing a stake of 582 shares — an estimated $213K sold.

Forvis Mazars Wealth Advisors first reported a position in VBK in Q3 2019 and held it in 5 quarters. The position peaked at $335K in Q4 2019. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Forvis Mazars Wealth Advisors reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Forvis Mazars Wealth Advisors sold 582 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $213K.
Forvis Mazars Wealth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2019 and held it in 5 quarters.
Forvis Mazars Wealth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $335K in Q4 2019.
416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Forvis Mazars Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.