Foster Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Foster Group’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	$242K	Sell	718 -28	-4%	-$9.8K	0.01%	277
2026 Q2	$273K	Sell	746 -112	-13%	-$38.2K	0.01%	261
2026 Q1	$259K	Sell	858 -27	-3%	-$8.49K	0.01%	231
2025 Q4	$267K	Sell	885 -42	-5%	-$12.7K	0.01%	232
2025 Q3	$276K	Buy	927 +38	+4%	+$11K	0.01%	215
2025 Q2	$246K	Buy	+889	New	+$229K	0.01%	219

Other funds holding VBK

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

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

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

Foster Group's VBK Position: Q3 2026 in Review

Foster Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.8% in Q3 2026, selling an estimated $9.8K and leaving 718 shares worth $242K. The position accounts for 0.01% of the portfolio, ranked #277.

Foster Group first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $276K in Q3 2025. 260 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Foster Group held 718 shares of Vanguard Morningstar Small-Cap Growth ETF worth $242K as of Q3 2026.
Foster Group sold 28 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $9.8K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Foster Group's portfolio in Q3 2026, its #277 holding.
Foster Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
Foster Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $276K in Q3 2025.
260 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Foster Group's 13F filing for Q3 2026, filed 13 Oct 2026.