IWN
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Independent Wealth Network’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Independent Wealth Network’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 		$1.67M Sell
4,948
-122
-2% -$42.6K 0.42% 56
2026
Q2 		$1.85M Buy
5,070
+477
+10% +$162K 0.47% 47
2026
Q1 		$1.39M Buy
4,593
+280
+6% +$88K 0.41% 63
2025
Q4 		$1.3M Buy
4,313
+43
+1% +$13K 0.4% 62
2025
Q3 		$1.27M Buy
4,270
+157
+4% +$45.3K 0.41% 62
2025
Q2 		$1.14M Buy
4,113
+277
+7% +$71.3K 0.41% 60
2025
Q1 		$966K Buy
3,836
+258
+7% +$71.5K 0.39% 69
2024
Q4 		$1M Buy
3,578
+862
+32% +$244K 0.41% 63
2024
Q3 		$726K Sell
2,716
-80
-3% -$20.5K 0.32% 80
2024
Q2 		$699K Sell
2,796
-5
-0.2% -$1.25K 0.33% 83
2024
Q1 		$730K Buy
2,801
+84
+3% +$20.6K 0.34% 78
2023
Q4 		$657K Buy
2,717
+17
+0.6% +$3.69K 0.35% 75
2023
Q3 		$578K Buy
2,700
+38
+1% +$8.64K 0.36% 73
2023
Q2 		$612K Buy
2,662
+713
+37% +$155K 0.37% 68
2023
Q1 		$422K Buy
1,949
+264
+16% +$57.1K 0.27% 92
2022
Q4 		$338K Buy
1,685
+6
+0.4% +$1.23K 0.23% 110
2022
Q3 		$328K Buy
1,679
+22
+1% +$4.72K 0.26% 110
2022
Q2 		$326K Buy
1,657
+43
+3% +$9.32K 0.23% 115
2022
Q1 		$401K Buy
1,614
+4
+0.2% +$985 0.25% 107
2021
Q4 		$454K Buy
1,610
+32
+2% +$9.18K 0.28% 103
2021
Q3 		$479K Buy
+1,578
New +$452K 0.31% 96

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Independent Wealth Network's VBK Position: Q3 2026 in Review

Independent Wealth Network reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.4% in Q3 2026, selling an estimated $42.6K and leaving 4,948 shares worth $1.67M. The position accounts for 0.42% of the portfolio, ranked #56.

Independent Wealth Network first reported a position in VBK in Q3 2021 and has held it in 21 quarters since. The position peaked at $1.85M in Q2 2026. 622 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Independent Wealth Network held 4,948 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.67M as of Q3 2026.
  • Independent Wealth Network sold 122 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $42.6K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.42% of Independent Wealth Network's portfolio in Q3 2026, its #56 holding.
  • Independent Wealth Network first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q3 2021 and has held it in 21 quarters since.
  • Independent Wealth Network's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.85M in Q2 2026.
  • 622 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Independent Wealth Network's 13F filing for Q3 2026, filed 19 Oct 2026.