Register Financial Advisors
VBK icon

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

Register 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 		$340K Buy
1,008
+31
+3% +$10.8K 0.11% 180
2026
Q2 		$357K Buy
977
+575
+143% +$196K 0.11% 177
2026
Q1 		$121K Buy
402
+5
+1% +$1.57K 0.04% 239
2025
Q4 		$120K Buy
397
+1
+0.3% +$302 0.05% 231
2025
Q3 		$118K Hold
396
– – 0.05% 229
2025
Q2 		$110K Hold
396
– – 0.05% 231
2025
Q1 		$100K Buy
396
+1
+0.3% +$277 0.05% 211
2024
Q4 		$111K Hold
395
– – 0.06% 212
2024
Q3 		$105K Buy
395
+2
+0.5% +$512 0.05% 210
2024
Q2 		$98.4K Buy
393
+3
+0.8% +$748 0.05% 266
2024
Q1 		$102K Hold
390
– – 0.05% 253
2023
Q4 		$94.2K Buy
390
+1
+0.3% +$217 0.06% 190
2023
Q3 		$83.3K Buy
389
+1
+0.3% +$227 0.06% 211
2023
Q2 		$89.2K Hold
388
– – 0.06% 215
2023
Q1 		$83.9K Buy
388
+1
+0.3% +$216 0.07% 211
2022
Q4 		$77.6K Buy
+387
New +$79.2K 0.05% 296

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
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
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

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

Register Financial Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.2% in Q3 2026, buying an estimated $10.8K and bringing the position to 1,008 shares worth $340K. The position accounts for 0.11% of the portfolio, ranked #180.

Register Financial Advisors first reported a position in VBK in Q4 2022 and has held it in 16 quarters since. The position peaked at $357K in Q2 2026. 829 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Register Financial Advisors held 1,008 shares of Vanguard Morningstar Small-Cap Growth ETF worth $340K as of Q3 2026.
  • Register Financial Advisors bought 31 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $10.8K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.11% of Register Financial Advisors's portfolio in Q3 2026, its #180 holding.
  • Register Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Register Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $357K in Q2 2026.
  • 829 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Register Financial Advisors's 13F filing for Q3 2026, filed 23 Oct 2026.