Putney Financial Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Putney Financial 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
2026 Q3	$42.2K	Buy	+125	New	+$43.6K	0.03%	150

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

Putney Financial Group's VBK Position: Q3 2026 in Review

Putney Financial Group opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 125 shares worth $42.2K. The stake represents 0.03% of the portfolio and ranks #150 among its holdings.

1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Putney Financial Group held 125 shares of Vanguard Morningstar Small-Cap Growth ETF worth $42.2K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Putney Financial Group position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of Putney Financial Group's portfolio in Q3 2026, its #150 holding.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Putney Financial Group's 13F filing for Q3 2026, filed 30 Oct 2026.