Networth Advisors
VBK icon

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

Networth 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 		$1.69K Hold
5
– – ﹤0.01% 294
2026
Q2 		$1.83K Buy
+5
New +$1.7K ﹤0.01% 287

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Networth Advisors's VBK Position: Q3 2026 in Review

Networth Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 5 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #294.

Networth Advisors first reported a position in VBK in Q2 2026 and has held it in 2 quarters since. The position peaked at $1.83K in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Networth Advisors held 5 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.69K as of Q3 2026.
  • Networth Advisors 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 Networth Advisors's portfolio in Q3 2026, its #294 holding.
  • Networth Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2026 and has held it in 2 quarters since.
  • Networth Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.83K in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Networth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.