LexAurum Advisors
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LexAurum Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

LexAurum Advisors’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 		$1.12M Buy
3,307
+116
+4% +$40.5K 0.13% 137
2026
Q2 		$1.17M Buy
3,191
+505
+19% +$172K 0.13% 136
2026
Q1 		$812K Buy
+2,686
New +$844K 0.11% 160
2025
Q3 		$223K Buy
750
+18
+2% +$5.2K 0.03% 350
2025
Q2 		$203K Buy
+732
New +$188K 0.03% 348
2025
Q1 		– Sell
-748
Closed -$209K – 362
2024
Q4 		$209K Sell
748
-207
-22% -$58.5K 0.04% 312
2024
Q3 		$255K Sell
955
-5,704
-86% -$1.46M 0.06% 256
2024
Q2 		$1.67M Buy
6,659
+43
+0.6% +$10.7K 0.41% 49
2024
Q1 		$1.72M Buy
6,616
+138
+2% +$33.9K 0.43% 45
2023
Q4 		$1.57M Buy
6,478
+308
+5% +$66.9K 0.41% 50
2023
Q3 		$1.32M Sell
6,170
-235
-4% -$53.4K 0.39% 54
2023
Q2 		$1.47M Buy
6,405
+19
+0.3% +$4.13K 0.44% 46
2023
Q1 		$1.38M Buy
6,386
+767
+14% +$166K 0.46% 44
2022
Q4 		$1.13M Buy
5,619
+237
+4% +$48.5K 0.4% 49
2022
Q3 		$1.05M Buy
5,382
+170
+3% +$36.5K 0.41% 54
2022
Q2 		$1.03M Buy
5,212
+1,129
+28% +$245K 0.38% 54
2022
Q1 		$1.01M Buy
4,083
+636
+18% +$157K 0.33% 65
2021
Q4 		$971K Buy
3,447
+335
+11% +$96.1K 0.32% 62
2021
Q3 		$872K Buy
3,112
+218
+8% +$62.4K 0.26% 94
2021
Q2 		$839K Sell
2,894
-60
-2% -$16.8K 0.25% 101
2021
Q1 		$811K Sell
2,954
-198
-6% -$55.8K 0.28% 85
2020
Q4 		$844K Sell
3,152
-75
-2% -$18.1K 0.3% 78
2020
Q3 		$694K Buy
3,227
+116
+4% +$24.5K 0.28% 81
2020
Q2 		$621K Buy
3,111
+238
+8% +$43K 0.34% 69
2020
Q1 		$432K Buy
2,873
+1,410
+96% +$262K 0.3% 68
2019
Q4 		$291K Buy
+1,463
New +$278K 0.14% 156
2018
Q3 		– Sell
-1,223
Closed -$215K – 178
2018
Q2 		$215K Sell
1,223
-50
-4% -$8.58K 0.19% 124
2018
Q1 		$209K Sell
1,273
-152
-11% -$25.1K 0.18% 129
2017
Q4 		$237K Buy
+1,425
New +$224K 0.22% 121

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

LexAurum Advisors's VBK Position: Q3 2026 in Review

LexAurum Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.6% in Q3 2026, buying an estimated $40.5K and bringing the position to 3,307 shares worth $1.12M. The position accounts for 0.13% of the portfolio, ranked #137.

LexAurum Advisors first reported a position in VBK in Q4 2017 and has held it in 29 quarters since. The position peaked at $1.72M in Q1 2024. 875 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • LexAurum Advisors held 3,307 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.12M as of Q3 2026.
  • LexAurum Advisors bought 116 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $40.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of LexAurum Advisors's portfolio in Q3 2026, its #137 holding.
  • LexAurum Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2017 and has held it in 29 quarters since.
  • LexAurum Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.72M in Q1 2024.
  • 875 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on LexAurum Advisors's 13F filing for Q3 2026, filed 19 Oct 2026.