Larson Financial Group
VBK icon

Larson Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Larson Financial Group’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 		$3.57M Sell
10,578
-1,301
-11% -$454K 0.09% 186
2026
Q2 		$4.34M Sell
11,879
-5,783
-33% -$1.97M 0.11% 155
2026
Q1 		$5.34M Sell
17,662
-12,599
-42% -$3.96M 0.17% 111
2025
Q4 		$9.14M Sell
30,261
-3,819
-11% -$1.15M 0.3% 69
2025
Q3 		$10.1M Sell
34,080
-17,380
-34% -$5.02M 0.35% 62
2025
Q2 		$14.3M Sell
51,460
-20,605
-29% -$5.31M 0.57% 36
2025
Q1 		$18.1M Sell
72,065
-5,359
-7% -$1.48M 0.86% 20
2024
Q4 		$21.7M Sell
77,424
-5,217
-6% -$1.47M 1.12% 14
2024
Q3 		$22.1M Sell
82,641
-1,757
-2% -$450K 1.25% 14
2024
Q2 		$21.1M Buy
84,398
+7,568
+10% +$1.89M 1.44% 12
2024
Q1 		$20M Buy
76,830
+13,769
+22% +$3.38M 1.55% 11
2023
Q4 		$15.2M Buy
63,061
+9,757
+18% +$2.12M 1.33% 15
2023
Q3 		$11.4M Buy
53,304
+7,400
+16% +$1.68M 1.12% 24
2023
Q2 		$10.5M Buy
45,904
+6,149
+15% +$1.34M 1.05% 26
2023
Q1 		$8.6M Buy
39,755
+3,088
+8% +$668K 0.93% 27
2022
Q4 		$7.35M Sell
36,667
-11,152
-23% -$2.28M 0.88% 29
2022
Q3 		$9.33M Buy
47,819
+2,772
+6% +$595K 1.33% 16
2022
Q2 		$8.88M Buy
45,047
+5,153
+13% +$1.12M 1.54% 16
2022
Q1 		$9.9M Sell
39,894
-426
-1% -$105K 1.58% 18
2021
Q4 		$11.4M Buy
40,320
+6,355
+19% +$1.82M 1.8% 14
2021
Q3 		$9.5M Buy
33,965
+3,110
+10% +$890K 1.89% 16
2021
Q2 		$8.94M Buy
30,855
+5,173
+20% +$1.45M 2.08% 14
2021
Q1 		$7.05M Buy
25,682
+4,495
+21% +$1.27M 2.08% 14
2020
Q4 		$5.67M Buy
21,187
+6,134
+41% +$1.48M 1.93% 17
2020
Q3 		$3.24M Buy
15,053
+15,007
+32,624% +$3.17M 1.33% 21
2020
Q2 		$9K Buy
46
+1
+2% +$181 ﹤0.01% 420
2020
Q1 		$7K Buy
45
+2
+5% +$371 ﹤0.01% 341
2019
Q4 		$9K Hold
43
– – 0.01% 313
2019
Q3 		$8K Buy
43
+1
+2% +$186 0.01% 333
2019
Q2 		$8K Buy
42
+19
+83% +$3.46K 0.01% 271
2019
Q1 		$4K Buy
23
+2
+10% +$343 ﹤0.01% 329
2018
Q4 		$3K Buy
+21
New +$3.46K ﹤0.01% 335

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Larson Financial Group's VBK Position: Q3 2026 in Review

Larson Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 11% in Q3 2026, selling an estimated $454K and leaving 10,578 shares worth $3.57M. The position accounts for 0.09% of the portfolio, ranked #186.

Larson Financial Group first reported a position in VBK in Q4 2018 and has held it in 32 quarters since. The position peaked at $22.1M in Q3 2024. 833 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Larson Financial Group held 10,578 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.57M as of Q3 2026.
  • Larson Financial Group sold 1,301 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $454K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.09% of Larson Financial Group's portfolio in Q3 2026, its #186 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Larson Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $22.1M in Q3 2024.
  • 833 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.