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Galvin Gaustad & Stein’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Galvin Gaustad & Stein’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 		$313K Hold
926
– – 0.02% 216
2026
Q2 		$339K Sell
926
-4
-0.4% -$1.36K 0.03% 218
2026
Q1 		$281K Hold
930
– – 0.02% 220
2025
Q4 		$281K Hold
930
– – 0.02% 218
2025
Q3 		$277K Buy
930
+66
+8% +$19.1K 0.02% 179
2025
Q2 		$239K Hold
864
– – 0.02% 178
2025
Q1 		$218K Hold
864
– – 0.02% 174
2024
Q4 		$242K Hold
864
– – 0.02% 174
2024
Q3 		$231K Hold
864
– – 0.02% 173
2024
Q2 		$216K Hold
864
– – 0.02% 175
2024
Q1 		$225K Hold
864
– – 0.02% 173
2023
Q4 		$209K Buy
+864
New +$188K 0.02% 177
2022
Q2 		– Sell
-867
Closed -$215K – 177
2022
Q1 		$215K Sell
867
-220
-20% -$54.2K 0.02% 164
2021
Q4 		$306K Hold
1,087
– – 0.03% 147
2021
Q3 		$305K Hold
1,087
– – 0.03% 151
2021
Q2 		$315K Sell
1,087
-220
-17% -$61.5K 0.03% 157
2021
Q1 		$359K Buy
1,307
+440
+51% +$124K 0.04% 148
2020
Q4 		$232K Buy
+867
New +$210K 0.02% 175

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Galvin Gaustad & Stein's VBK Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 926 shares worth $313K. The position accounts for 0.02% of the portfolio, ranked #216.

Galvin Gaustad & Stein first reported a position in VBK in Q4 2020 and has held it in 18 quarters since. The position peaked at $359K in Q1 2021. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Galvin Gaustad & Stein held 926 shares of Vanguard Morningstar Small-Cap Growth ETF worth $313K as of Q3 2026.
  • Galvin Gaustad & Stein left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #216 holding.
  • Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • Galvin Gaustad & Stein's Vanguard Morningstar Small-Cap Growth ETF position peaked at $359K in Q1 2021.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.