Mosley Wealth Management
VBK icon

Mosley Wealth Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Mosley Wealth Management’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 		$35K Hold
105
– – 0.01% 299
2026
Q2 		$38.2K Sell
105
-526
-83% -$179K 0.01% 276
2026
Q1 		$188K Buy
+631
New +$198K 0.09% 150

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PNC Financial Services Group
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Mather Group
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CK
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Choreo LLC
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TIAA-CREF Individual & Institutional Services
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HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Mosley Wealth Management's VBK Position: Q3 2026 in Review

Mosley Wealth Management held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 105 shares worth $35K. The position accounts for 0.01% of the portfolio, ranked #299.

Mosley Wealth Management first reported a position in VBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $188K in Q1 2026. 954 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Mosley Wealth Management held 105 shares of Vanguard Morningstar Small-Cap Growth ETF worth $35K as of Q3 2026.
  • Mosley Wealth Management 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 Mosley Wealth Management's portfolio in Q3 2026, its #299 holding.
  • Mosley Wealth Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Mosley Wealth Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $188K in Q1 2026.
  • 954 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Mosley Wealth Management's 13F filing for Q3 2026, filed 16 Oct 2026.