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

Minot DeBlois 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	$58.8K	Hold	174	–	–	0.05%	108
2026 Q2	$63.6K	Hold	174	–	–	0.05%	105
2026 Q1	$52.6K	Buy	174 +169	+3,380%	+$53.1K	0.05%	106
2025 Q4	$1.51K	Sell	5 -169	-97%	-$51K	﹤0.01%	204
2025 Q3	$51.8K	Hold	174	–	–	0.05%	107
2025 Q2	$48.2K	Hold	174	–	–	0.05%	109
2025 Q1	$43.8K	Hold	174	–	–	0.04%	109
2024 Q4	$48.7K	Buy	+174	New	+$49.2K	0.04%	119

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Minot DeBlois Advisors's VBK Position: Q3 2026 in Review

Minot DeBlois Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 174 shares worth $58.8K. The position accounts for 0.05% of the portfolio, ranked #108.

Minot DeBlois Advisors first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $63.6K in Q2 2026. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Minot DeBlois Advisors held 174 shares of Vanguard Morningstar Small-Cap Growth ETF worth $58.8K as of Q3 2026.
Minot DeBlois Advisors left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.05% of Minot DeBlois Advisors's portfolio in Q3 2026, its #108 holding.
Minot DeBlois Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Minot DeBlois Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $63.6K in Q2 2026.
934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Minot DeBlois Advisors's 13F filing for Q3 2026, filed 10 Nov 2026.