Independence Asset Advisors
VBK icon

Independence Asset Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Independence Asset Advisors’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 		$764K Buy
2,261
+2
+0.1% +$698 0.18% 19
2026
Q2 		$826K Buy
2,259
+2
+0.1% +$681 0.22% 17
2026
Q1 		$682K Buy
+2,257
New +$709K 0.25% 17

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Independence Asset Advisors's VBK Position: Q3 2026 in Review

Independence Asset Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.09% in Q3 2026, buying an estimated $698 and bringing the position to 2,261 shares worth $764K. The position accounts for 0.18% of the portfolio, ranked #19.

Independence Asset Advisors first reported a position in VBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $826K in Q2 2026. 597 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Independence Asset Advisors held 2,261 shares of Vanguard Morningstar Small-Cap Growth ETF worth $764K as of Q3 2026.
  • Independence Asset Advisors bought 2 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $698.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of Independence Asset Advisors's portfolio in Q3 2026, its #19 holding.
  • Independence Asset Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Independence Asset Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $826K in Q2 2026.
  • 597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Independence Asset Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.