Global Trust Wealth Management
VBK icon

Global Trust Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Global Trust Wealth Management’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 		$3.59M Buy
10,630
+37
+0.3% +$12.9K 2.58% 12
2026
Q2 		$3.87M Buy
10,593
+741
+8% +$252K 2.67% 11
2026
Q1 		$2.98M Buy
9,852
+332
+3% +$104K 2.25% 12
2025
Q4 		$2.88M Buy
+9,520
New +$2.87M 2.13% 12

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Global Trust Wealth Management's VBK Position: Q3 2026 in Review

Global Trust Wealth Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.35% in Q3 2026, buying an estimated $12.9K and bringing the position to 10,630 shares worth $3.59M. The position accounts for 2.58% of the portfolio, ranked #12.

Global Trust Wealth Management first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.87M in Q2 2026. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Global Trust Wealth Management held 10,630 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.59M as of Q3 2026.
  • Global Trust Wealth Management bought 37 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $12.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 2.58% of Global Trust Wealth Management's portfolio in Q3 2026, its #12 holding.
  • Global Trust Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Global Trust Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.87M in Q2 2026.
  • 934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Global Trust Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.