Golden State Equity Partners
VBK icon

Golden State Equity Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Golden State Equity Partners’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 		$3.27M Buy
9,675
+6,726
+228% +$2.35M 0.19% 106
2026
Q2 		$1.08M Sell
2,949
-6,684
-69% -$2.28M 2.91% 8
2026
Q1 		$2.91M Buy
9,633
+4,617
+92% +$1.45M 0.22% 102
2025
Q4 		$1.52M Sell
5,016
-312
-6% -$94.1K 0.24% 87
2025
Q3 		$1.59M Buy
5,328
+449
+9% +$130K 0.27% 79
2025
Q2 		$1.35M Buy
4,879
+2,229
+84% +$574K 0.25% 90
2025
Q1 		$667K Buy
2,650
+246
+10% +$68.2K 0.13% 189
2024
Q4 		$673K Buy
2,404
+213
+10% +$60.2K 0.13% 186
2024
Q3 		$586K Sell
2,191
-1,070
-33% -$274K 0.09% 228
2024
Q2 		$816K Buy
+3,261
New +$814K 0.17% 139
2023
Q4 		$787K Buy
3,255
+654
+25% +$142K 0.19% 123
2023
Q3 		$557K Buy
2,601
+314
+14% +$71.4K 0.16% 153
2023
Q2 		$525K Buy
+2,287
New +$498K 0.15% 172
2022
Q1 		$416K Buy
1,676
+261
+18% +$64.3K 0.21% 119
2021
Q4 		$399K Buy
1,415
+329
+30% +$94.3K 0.2% 106
2021
Q3 		$304K Buy
1,086
+75
+7% +$21.5K 0.12% 166
2021
Q2 		$293K Buy
1,011
+263
+35% +$73.6K 0.11% 187
2021
Q1 		$205K Buy
+748
New +$211K 0.12% 160

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UBS Group
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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
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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

Golden State Equity Partners's VBK Position: Q3 2026 in Review

Golden State Equity Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 228% in Q3 2026, buying an estimated $2.35M and bringing the position to 9,675 shares worth $3.27M. The position accounts for 0.19% of the portfolio, ranked #106.

Golden State Equity Partners first reported a position in VBK in Q1 2021 and has held it in 18 quarters since. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Golden State Equity Partners held 9,675 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.27M as of Q3 2026.
  • Golden State Equity Partners bought 6,726 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $2.35M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.19% of Golden State Equity Partners's portfolio in Q3 2026, its #106 holding.
  • Golden State Equity Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2021 and has held it in 18 quarters since.
  • 934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Golden State Equity Partners's 13F filing for Q3 2026, filed 3 Nov 2026.