IFG Advisory
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IFG Advisory’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

IFG Advisory’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 		$654K Sell
1,936
-140
-7% -$48.9K 0.02% 542
2026
Q2 		$759K Buy
2,076
+2,026
+4,052% +$690K 0.03% 489
2026
Q1 		$15.1K Sell
50
-1,963
-98% -$617K 0.04% 224
2025
Q4 		$608K Buy
2,013
+154
+8% +$46.5K 0.03% 462
2025
Q3 		$553K Sell
1,859
-70
-4% -$20.2K 0.03% 476
2025
Q2 		$534K Buy
1,929
+169
+10% +$43.5K 0.03% 456
2025
Q1 		$443K Sell
1,760
-19
-1% -$5.26K 0.02% 462
2024
Q4 		$498K Buy
+1,779
New +$503K 0.03% 418
2024
Q3 		– Sell
-1,801
Closed -$451K – 611
2024
Q2 		$451K Buy
+1,801
New +$449K 0.03% 422
2024
Q1 		– Sell
-1,866
Closed -$451K – 574
2023
Q4 		$451K Buy
1,866
+115
+7% +$25K 0.03% 381
2023
Q3 		$375K Buy
+1,751
New +$398K 0.03% 396
2023
Q2 		– Sell
-1,532
Closed -$332K – 494
2023
Q1 		$332K Sell
1,532
-70
-4% -$15.1K 0.03% 391
2022
Q4 		$321K Sell
1,602
-2,827
-64% -$578K 0.03% 386
2022
Q3 		$864K Buy
4,429
+2,910
+192% +$625K 0.08% 229
2022
Q2 		$299K Sell
1,519
-34
-2% -$7.37K 0.03% 380
2022
Q1 		$385K Hold
1,553
– – 0.04% 351
2021
Q4 		$437K Sell
1,553
-90
-5% -$25.8K 0.04% 331
2021
Q3 		$460K Hold
1,643
– – 0.05% 311
2021
Q2 		$476K Buy
1,643
+78
+5% +$21.8K 0.05% 299
2021
Q1 		$429K Sell
1,565
-8
-0.5% -$2.26K 0.05% 329
2020
Q4 		$421K Sell
1,573
-70
-4% -$16.9K 0.06% 291
2020
Q3 		$353K Buy
1,643
+1
+0.1% +$211 0.06% 295
2020
Q2 		$327K Sell
1,642
-110
-6% -$19.9K 0.06% 293
2020
Q1 		$263K Buy
1,752
+276
+19% +$51.2K 0.06% 295
2019
Q4 		$293K Sell
1,476
-45
-3% -$8.54K 0.05% 316
2019
Q3 		$276K Buy
+1,521
New +$283K 0.05% 323
2019
Q2 		– Sell
-4,001
Closed -$607K – 366
2019
Q1 		$607K Buy
+4,001
New +$687K 0.12% 172

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
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

IFG Advisory's VBK Position: Q3 2026 in Review

IFG Advisory reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.7% in Q3 2026, selling an estimated $48.9K and leaving 1,936 shares worth $654K. The position accounts for 0.02% of the portfolio, ranked #542.

IFG Advisory first reported a position in VBK in Q1 2019 and has held it in 27 quarters since. The position peaked at $864K in Q3 2022. 875 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • IFG Advisory held 1,936 shares of Vanguard Morningstar Small-Cap Growth ETF worth $654K as of Q3 2026.
  • IFG Advisory sold 140 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $48.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of IFG Advisory's portfolio in Q3 2026, its #542 holding.
  • IFG Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2019 and has held it in 27 quarters since.
  • IFG Advisory's Vanguard Morningstar Small-Cap Growth ETF position peaked at $864K in Q3 2022.
  • 875 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on IFG Advisory's 13F filing for Q3 2026, filed 9 Nov 2026.