Innovative Wealth Building
VBK icon

Innovative Wealth Building’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Innovative Wealth Building’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 		$280K Sell
828
-80
-9% -$27.9K 0.15% 65
2026
Q2 		$332K Buy
908
+17
+2% +$5.79K 0.19% 58
2026
Q1 		$269K Buy
+891
New +$280K 0.19% 58

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Innovative Wealth Building's VBK Position: Q3 2026 in Review

Innovative Wealth Building reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 8.8% in Q3 2026, selling an estimated $27.9K and leaving 828 shares worth $280K. The position accounts for 0.15% of the portfolio, ranked #65.

Innovative Wealth Building first reported a position in VBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $332K in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Innovative Wealth Building held 828 shares of Vanguard Morningstar Small-Cap Growth ETF worth $280K as of Q3 2026.
  • Innovative Wealth Building sold 80 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $27.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.15% of Innovative Wealth Building's portfolio in Q3 2026, its #65 holding.
  • Innovative Wealth Building first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Innovative Wealth Building's Vanguard Morningstar Small-Cap Growth ETF position peaked at $332K in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Innovative Wealth Building's 13F filing for Q3 2026, filed 14 Oct 2026.