Private Advisor Group
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Private Advisor Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Private Advisor Group’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
2023
Q4 		– Sell
-75,600
Closed -$162K – 2514
2023
Q3 		$162K Buy
+75,600
New +$17.2M ﹤0.01% 1913

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Private Advisor Group's VBK Position: Q3 2026 in Review

Private Advisor Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 85% in Q3 2026, buying an estimated $14M and bringing the position to 87,605 shares worth $29.6M. The position accounts for 0.1% of the portfolio, ranked #202.

Private Advisor Group first reported a position in VBK in Q4 2013 and has held it in 52 quarters since. The position peaked at $41M in Q3 2025. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Private Advisor Group held 87,605 shares of Vanguard Morningstar Small-Cap Growth ETF worth $29.6M as of Q3 2026.
  • Private Advisor Group bought 40,239 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $14M.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.1% of Private Advisor Group's portfolio in Q3 2026, its #202 holding.
  • Private Advisor Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2013 and has held it in 52 quarters since.
  • Private Advisor Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $41M in Q3 2025.
  • 934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Private Advisor Group's 13F filing for Q3 2026, filed 10 Nov 2026.