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Polaris Financial Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Polaris Financial 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 		$11K Buy
+32
New +$11.2K ﹤0.01% 280

Other funds holding VBK

MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
PS
Planning Strategies Lancaster, Pennsylvania $169M AUM
GA
GoalVest Advisory New York $578M AUM 17.41% 1-Year Est. Return

Polaris Financial Partners's VBK Position: Q3 2026 in Review

Polaris Financial Partners opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 32 shares worth $11K. The stake represents ﹤0.01% of the portfolio and ranks #280 among its holdings.

5 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Polaris Financial Partners held 32 shares of Vanguard Morningstar Small-Cap Growth ETF worth $11K as of Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF was a new Polaris Financial Partners position in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Polaris Financial Partners's portfolio in Q3 2026, its #280 holding.
  • 5 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Polaris Financial Partners's 13F filing for Q3 2026, filed 2 Oct 2026.