Johnson Dunn Capital Advisors Inc’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Johnson Dunn Capital Advisors Inc’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	$231K	Buy	+685	New	+$239K	0.17%	145

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Johnson Dunn Capital Advisors Inc's VBK Position: Q3 2026 in Review

Johnson Dunn Capital Advisors Inc opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 685 shares worth $231K. The stake represents 0.17% of the portfolio and ranks #145 among its holdings.

1,046 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Johnson Dunn Capital Advisors Inc held 685 shares of Vanguard Morningstar Small-Cap Growth ETF worth $231K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Johnson Dunn Capital Advisors Inc position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.17% of Johnson Dunn Capital Advisors Inc's portfolio in Q3 2026, its #145 holding.
1,046 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Johnson Dunn Capital Advisors Inc's 13F filing for Q3 2026, filed 12 Nov 2026.