Oak Harbor Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Oak Harbor Wealth Partners’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	$27K	Hold	80	–	–	0.01%	190
2026 Q2	$29.3K	Hold	80	–	–	0.01%	184
2026 Q1	$24.2K	Hold	80	–	–	0.01%	242
2025 Q4	$24.2K	Hold	80	–	–	0.01%	236
2025 Q3	$23.8K	Hold	80	–	–	0.01%	229
2025 Q2	$22.2K	Hold	80	–	–	0.01%	223
2025 Q1	$20.1K	Hold	80	–	–	0.01%	231
2024 Q4	$22.4K	Hold	80	–	–	0.01%	208
2024 Q3	$21.4K	Hold	80	–	–	0.01%	201
2024 Q2	$20K	Hold	80	–	–	0.01%	201
2024 Q1	$20.9K	Hold	80	–	–	0.01%	205
2023 Q4	$19.3K	Hold	80	–	–	0.01%	203
2023 Q3	$17.1K	Hold	80	–	–	0.01%	204
2023 Q2	$18.4K	Hold	80	–	–	0.01%	210
2023 Q1	$17.3K	Hold	80	–	–	0.01%	204
2022 Q4	$16K	Hold	80	–	–	0.01%	200
2022 Q3	$16K	Hold	80	–	–	0.01%	194
2022 Q2	$16K	Hold	80	–	–	0.01%	193
2022 Q1	$20K	Hold	80	–	–	0.01%	206
2021 Q4	$23K	Buy	+80	New	+$22.9K	0.01%	209

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Oak Harbor Wealth Partners's VBK Position: Q3 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 80 shares worth $27K. The position accounts for 0.01% of the portfolio, ranked #190.

Oak Harbor Wealth Partners first reported a position in VBK in Q4 2021 and has held it in 20 quarters since. The position peaked at $29.3K in Q2 2026. 597 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Oak Harbor Wealth Partners held 80 shares of Vanguard Morningstar Small-Cap Growth ETF worth $27K as of Q3 2026.
Oak Harbor Wealth Partners 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 Oak Harbor Wealth Partners's portfolio in Q3 2026, its #190 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2021 and has held it in 20 quarters since.
Oak Harbor Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $29.3K in Q2 2026.
597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q3 2026, filed 30 Oct 2026.