Koshinski Asset Management
VBK icon

Koshinski Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Koshinski Asset Management’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 		$974K Buy
2,882
+5
+0.2% +$1.75K 0.05% 294
2026
Q2 		$1.05M Sell
2,877
-7
-0.2% -$2.38K 0.06% 290
2026
Q1 		$872K Hold
2,884
– – 0.05% 312
2025
Q4 		$871K Hold
2,884
– – 0.06% 303
2025
Q3 		$858K Buy
2,884
+138
+5% +$39.8K 0.06% 302
2025
Q2 		$760K Hold
2,746
– – 0.06% 319
2025
Q1 		$691K Buy
2,746
+1
+0% +$277 0.06% 315
2024
Q4 		$769K Hold
2,745
– – 0.07% 290
2024
Q3 		$734K Buy
2,745
+72
+3% +$18.4K 0.06% 300
2024
Q2 		$663K Sell
2,673
-651
-20% -$162K 0.06% 286
2024
Q1 		$867K Sell
3,324
-1,194
-26% -$293K 0.09% 228
2023
Q4 		$1.09M Buy
4,518
+1,954
+76% +$424K 0.17% 170
2023
Q3 		$549K Buy
2,564
+120
+5% +$27.3K 0.06% 297
2023
Q2 		$561K Sell
2,444
-1,570
-39% -$342K 0.06% 316
2023
Q1 		$869K Sell
4,014
-132
-3% -$28.5K 0.08% 230
2022
Q4 		$831K Sell
4,146
-61
-1% -$12.5K 0.08% 257
2022
Q3 		$821K Sell
4,207
-45
-1% -$9.7K 0.1% 241
2022
Q2 		$838K Buy
4,252
+29
+0.7% +$6.29K 0.08% 264
2022
Q1 		$1.05M Buy
4,223
+871
+26% +$214K 0.09% 246
2021
Q4 		$945K Buy
3,352
+740
+28% +$212K 0.08% 270
2021
Q3 		$732K Buy
2,612
+1,299
+99% +$372K 0.06% 316
2021
Q2 		$380K Sell
1,313
-490
-27% -$137K 0.05% 381
2021
Q1 		$495K Buy
1,803
+379
+27% +$107K 0.05% 368
2020
Q4 		$381K Buy
+1,424
New +$344K 0.05% 383

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

Koshinski Asset Management's VBK Position: Q3 2026 in Review

Koshinski Asset Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.17% in Q3 2026, buying an estimated $1.75K and bringing the position to 2,882 shares worth $974K. The position accounts for 0.05% of the portfolio, ranked #294.

Koshinski Asset Management first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. The position peaked at $1.09M in Q4 2023. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Koshinski Asset Management held 2,882 shares of Vanguard Morningstar Small-Cap Growth ETF worth $974K as of Q3 2026.
  • Koshinski Asset Management bought 5 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $1.75K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Koshinski Asset Management's portfolio in Q3 2026, its #294 holding.
  • Koshinski Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Koshinski Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.09M in Q4 2023.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Koshinski Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.