McKinley Carter Wealth Services
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McKinley Carter Wealth Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

McKinley Carter Wealth Services’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 		$3.45M Sell
10,217
-235
-2% -$82K 0.18% 95
2026
Q2 		$3.82M Sell
10,452
-36
-0.3% -$12.3K 0.2% 88
2026
Q1 		$3.17M Sell
10,488
-36
-0.3% -$11.3K 0.18% 100
2025
Q4 		$3.18M Sell
10,524
-402
-4% -$121K 0.18% 95
2025
Q3 		$3.25M Sell
10,926
-61
-0.6% -$17.6K 0.17% 94
2025
Q2 		$3.04M Sell
10,987
-170
-2% -$43.8K 0.17% 93
2025
Q1 		$2.81M Sell
11,157
-277
-2% -$76.8K 0.17% 89
2024
Q4 		$3.2M Sell
11,434
-123
-1% -$34.8K 0.2% 83
2024
Q3 		$3.09M Sell
11,557
-480
-4% -$123K 0.19% 95
2024
Q2 		$3.01M Sell
12,037
-358
-3% -$89.3K 0.19% 93
2024
Q1 		$3.23M Sell
12,395
-196
-2% -$48.1K 0.22% 86
2023
Q4 		$3.04M Sell
12,591
-156
-1% -$33.9K 0.22% 84
2023
Q3 		$2.73M Sell
12,747
-411
-3% -$93.4K 0.22% 85
2023
Q2 		$3.02M Sell
13,158
-144
-1% -$31.3K 0.23% 80
2023
Q1 		$2.88M Sell
13,302
-624
-4% -$135K 0.23% 80
2022
Q4 		$2.79M Sell
13,926
-496
-3% -$101K 0.24% 80
2022
Q3 		$2.81M Sell
14,422
-1,140
-7% -$245K 0.26% 70
2022
Q2 		$3.07M Sell
15,562
-918
-6% -$199K 0.27% 71
2022
Q1 		$4.09M Sell
16,480
-483
-3% -$119K 0.32% 62
2021
Q4 		$4.78M Sell
16,963
-2,816
-14% -$808K 0.36% 62
2021
Q3 		$5.54M Sell
19,779
-2,111
-10% -$604K 0.45% 50
2021
Q2 		$6.34M Sell
21,890
-1,215
-5% -$340K 0.52% 40
2021
Q1 		$6.35M Sell
23,105
-1,028
-4% -$290K 0.54% 39
2020
Q4 		$6.46M Buy
+24,133
New +$5.84M 0.85% 30

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
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
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
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
TIAA-CREF Individual & Institutional Services
TIAA-CREF Individual & Institutional Services New York $29.5B AUM

McKinley Carter Wealth Services's VBK Position: Q3 2026 in Review

McKinley Carter Wealth Services reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.2% in Q3 2026, selling an estimated $82K and leaving 10,217 shares worth $3.45M. The position accounts for 0.18% of the portfolio, ranked #95.

McKinley Carter Wealth Services first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. The position peaked at $6.46M in Q4 2020. 1,025 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • McKinley Carter Wealth Services held 10,217 shares of Vanguard Morningstar Small-Cap Growth ETF worth $3.45M as of Q3 2026.
  • McKinley Carter Wealth Services sold 235 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $82K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of McKinley Carter Wealth Services's portfolio in Q3 2026, its #95 holding.
  • McKinley Carter Wealth Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • McKinley Carter Wealth Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $6.46M in Q4 2020.
  • 1,025 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on McKinley Carter Wealth Services's 13F filing for Q3 2026, filed 16 Oct 2026.