J. M. Brown & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

J. M. Brown & Associates’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	$1.62M	Buy	+4,791	New	+$1.67M	0.93%	24

Other funds holding VBK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

J. M. Brown & Associates's VBK Position: Q3 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 4,791 shares worth $1.62M. The stake represents 0.93% of the portfolio and ranks #24 among its holdings.

1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

J. M. Brown & Associates held 4,791 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.62M as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new J. M. Brown & Associates position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.93% of J. M. Brown & Associates's portfolio in Q3 2026, its #24 holding.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on J. M. Brown & Associates's 13F filing for Q3 2026, filed 12 Nov 2026.