Hoxton Planning & Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Hoxton Planning & 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	$337K	Sell	999 -79	-7%	-$27.6K	0.09%	156
2026 Q2	$394K	Sell	1,078 -7	-0.6%	-$2.38K	0.1%	148
2026 Q1	$328K	Sell	1,085 -98	-8%	-$30.8K	0.1%	153
2025 Q4	$357K	Buy	1,183 +495	+72%	+$149K	0.11%	136
2025 Q3	$205K	Sell	688 -48	-7%	-$13.9K	0.07%	212
2025 Q2	$204K	Buy	+736	New	+$190K	0.07%	199
2025 Q1	–	Sell	-754	Closed	-$211K	–	215
2024 Q4	$211K	Sell	754 -9	-1%	-$2.54K	0.08%	195
2024 Q3	$204K	Buy	+763	New	+$196K	0.08%	197
2023 Q2	–	Sell	-1,443	Closed	-$312K	–	165
2023 Q1	$312K	Sell	1,443 -186	-11%	-$40.2K	0.17%	113
2022 Q4	$327K	Buy	+1,629	New	+$333K	0.17%	110

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

Vision Capital Management Portland, Oregon $882M AUM 19.09% 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

Hoxton Planning & Management's VBK Position: Q3 2026 in Review

Hoxton Planning & Management reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 7.3% in Q3 2026, selling an estimated $27.6K and leaving 999 shares worth $337K. The position accounts for 0.09% of the portfolio, ranked #156.

Hoxton Planning & Management first reported a position in VBK in Q4 2022 and has held it in 10 quarters since. The position peaked at $394K in Q2 2026. 288 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Hoxton Planning & Management held 999 shares of Vanguard Morningstar Small-Cap Growth ETF worth $337K as of Q3 2026.
Hoxton Planning & Management sold 79 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $27.6K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Hoxton Planning & Management's portfolio in Q3 2026, its #156 holding.
Hoxton Planning & Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 10 quarters since.
Hoxton Planning & Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $394K in Q2 2026.
288 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Hoxton Planning & Management's 13F filing for Q3 2026, filed 15 Oct 2026.