Matthew Hamilton Rosenberg’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Matthew Hamilton Rosenberg’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	$1.35K	Hold	4	–	–	﹤0.01%	769
2026 Q2	$1.46K	Hold	4	–	–	﹤0.01%	747
2026 Q1	$1.21K	Buy	+4	New	+$1.26K	﹤0.01%	752
2023 Q2	–	Sell	-5	Closed	-$1.08K	–	996
2023 Q1	$1.08K	Hold	5	–	–	﹤0.01%	824
2022 Q4	$1K	Buy	+5	New	+$1.02K	﹤0.01%	816
2022 Q3	–	Sell	-5	Closed	-$1K	–	872
2022 Q2	$1K	Hold	5	–	–	﹤0.01%	784
2022 Q1	$1K	Sell	5 -18	-78%	-$4.43K	﹤0.01%	741
2021 Q4	$6K	Buy	+23	New	+$6.6K	﹤0.01%	640

Other funds holding VBK

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Matthew Hamilton Rosenberg's VBK Position: Q3 2026 in Review

Matthew Hamilton Rosenberg held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 4 shares worth $1.35K. The position accounts for ﹤0.01% of the portfolio, ranked #769.

Matthew Hamilton Rosenberg first reported a position in VBK in Q4 2021 and has held it in 8 quarters since. The position peaked at $6K in Q4 2021. 65 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Matthew Hamilton Rosenberg held 4 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.35K as of Q3 2026.
Matthew Hamilton Rosenberg left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Matthew Hamilton Rosenberg's portfolio in Q3 2026, its #769 holding.
Matthew Hamilton Rosenberg first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
Matthew Hamilton Rosenberg's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6K in Q4 2021.
65 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Matthew Hamilton Rosenberg's 13F filing for Q3 2026, filed 5 Oct 2026.