TrueNorth Wealth & Impact, LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

TrueNorth Wealth & Impact, LLC’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	$2.54M	Buy	+7,510	New	+$2.62M	0.97%	23

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

TrueNorth Wealth & Impact, LLC's VBK Position: Q3 2026 in Review

TrueNorth Wealth & Impact, LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 7,510 shares worth $2.54M. The stake represents 0.97% of the portfolio and ranks #23 among its holdings.

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

TrueNorth Wealth & Impact, LLC held 7,510 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.54M as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new TrueNorth Wealth & Impact, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.97% of TrueNorth Wealth & Impact, LLC's portfolio in Q3 2026, its #23 holding.
1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on TrueNorth Wealth & Impact, LLC's 13F filing for Q3 2026, filed 13 Nov 2026.