GK Wealth Management’s Vanguard Morningstar Small-Cap ETF VB Stock Holding History

GK Wealth Management’s Portfolio VB Stock Details VB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$711K	Sell	2,497 -1,534	-38%	-$457K	0.4%	50
2026 Q2	$1.22M	Buy	+4,031	New	+$1.16M	0.64%	32
2026 Q1	–	Sell	-4,285	Closed	-$1.11M	–	204
2025 Q4	$1.11M	Sell	4,285 -70	-2%	-$17.9K	0.73%	29
2025 Q3	$1.11M	Sell	4,355 -2,125	-33%	-$527K	0.81%	28
2025 Q2	$1.54M	Buy	6,480 +845	+15%	+$189K	1.38%	18
2025 Q1	$1.25M	Buy	5,635 +4,147	+279%	+$990K	1.42%	17
2024 Q4	$358K	Buy	+1,488	New	+$366K	0.45%	62

Other funds holding VB

Mission Wealth Management Santa Barbara, California $6.32B AUM 20.97% 1-Year Est. Return

Pinnacle Associates New York $8.92B AUM 43.91% 1-Year Est. Return

Heartwood Wealth Advisors Richmond, Virginia $1.27B AUM 11.08% 1-Year Est. Return

Auto-Owners Insurance Lansing, Michigan $3.2B AUM 21.13% 1-Year Est. Return

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

Clark Asset Management Stratham, New Hampshire $1.36B AUM 11.02% 1-Year Est. Return

Ballast Inc Lexington, Kentucky $536M AUM 21.82% 1-Year Est. Return

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

Apella Capital West Hartford, Connecticut $7.88B AUM 10.78% 1-Year Est. Return

AA Financial Advisors Columbus, Ohio $840M AUM 11.98% 1-Year Est. Return

GK Wealth Management's VB Position: Q3 2026 in Review

GK Wealth Management reduced its Vanguard Morningstar Small-Cap ETF (VB) stake by 38% in Q3 2026, selling an estimated $457K and leaving 2,497 shares worth $711K. The position accounts for 0.4% of the portfolio, ranked #50.

GK Wealth Management first reported a position in VB in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.54M in Q2 2025. 645 funds tracked by Wall St. Rank hold VB as of Q3 2026.

GK Wealth Management held 2,497 shares of Vanguard Morningstar Small-Cap ETF worth $711K as of Q3 2026.
GK Wealth Management sold 1,534 Vanguard Morningstar Small-Cap ETF shares in Q3 2026, an estimated $457K.
Vanguard Morningstar Small-Cap ETF made up 0.4% of GK Wealth Management's portfolio in Q3 2026, its #50 holding.
GK Wealth Management first reported a position in Vanguard Morningstar Small-Cap ETF in Q4 2024 and has held it in 7 quarters since.
GK Wealth Management's Vanguard Morningstar Small-Cap ETF position peaked at $1.54M in Q2 2025.
645 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap ETF as of Q3 2026.

Based on GK Wealth Management's 13F filing for Q3 2026, filed 9 Oct 2026.