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

Pillar Financial 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	$2.96M	Sell	8,763 -44	-0.5%	-$15.4K	1.62%	14
2026 Q2	$3.22M	Hold	8,807	–	–	1.68%	15
2026 Q1	$2.66M	Sell	8,807 -266	-3%	-$83.6K	1.56%	16
2025 Q4	$2.74M	Hold	9,073	–	–	1.65%	16
2025 Q3	$2.7M	Sell	9,073 -35	-0.4%	-$10.1K	1.7%	16
2025 Q2	$2.52M	Sell	9,108 -150	-2%	-$38.6K	1.74%	16
2025 Q1	$2.33M	Sell	9,258 -76	-0.8%	-$21.1K	1.74%	16
2024 Q4	$2.61M	Buy	+9,334	New	+$2.64M	2%	16

Other funds holding VBK

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

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

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

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

Pillar Financial Advisors's VBK Position: Q3 2026 in Review

Pillar Financial Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.5% in Q3 2026, selling an estimated $15.4K and leaving 8,763 shares worth $2.96M. The position accounts for 1.62% of the portfolio, ranked #14.

Pillar Financial Advisors first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $3.22M in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Pillar Financial Advisors held 8,763 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.96M as of Q3 2026.
Pillar Financial Advisors sold 44 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $15.4K.
Vanguard Morningstar Small-Cap Growth ETF made up 1.62% of Pillar Financial Advisors's portfolio in Q3 2026, its #14 holding.
Pillar Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Pillar Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.22M in Q2 2026.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Pillar Financial Advisors's 13F filing for Q3 2026, filed 21 Oct 2026.