River Street Advisors
VBK icon

River Street Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

River Street 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 		$778K Buy
2,302
+57
+3% +$19.9K 0.24% 90
2026
Q2 		$821K Buy
2,245
+133
+6% +$45.3K 0.24% 87
2026
Q1 		$638K Buy
+2,112
New +$664K 0.22% 95

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

River Street Advisors's VBK Position: Q3 2026 in Review

River Street Advisors increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2.5% in Q3 2026, buying an estimated $19.9K and bringing the position to 2,302 shares worth $778K. The position accounts for 0.24% of the portfolio, ranked #90.

River Street Advisors first reported a position in VBK in Q1 2026 and has held it in 3 quarters since. The position peaked at $821K in Q2 2026. 934 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • River Street Advisors held 2,302 shares of Vanguard Morningstar Small-Cap Growth ETF worth $778K as of Q3 2026.
  • River Street Advisors bought 57 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $19.9K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.24% of River Street Advisors's portfolio in Q3 2026, its #90 holding.
  • River Street Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • River Street Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $821K in Q2 2026.
  • 934 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on River Street Advisors's 13F filing for Q3 2026, filed 22 Oct 2026.