Sagespring Wealth Partners’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sagespring Wealth Partners’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	$1.2M	Buy	3,545 +115	+3%	+$40.2K	0.02%	323
2026 Q2	$1.25M	Sell	3,430 -11	-0.3%	-$3.75K	0.02%	298
2026 Q1	$1.04M	Sell	3,441 -83	-2%	-$26.1K	0.02%	313
2025 Q4	$1.06M	Sell	3,524 -41	-1%	-$12.4K	0.02%	300
2025 Q3	$1.06M	Sell	3,565 -204	-5%	-$58.9K	0.02%	292
2025 Q2	$1.04M	Buy	3,769 +335	+10%	+$86.3K	0.02%	278
2025 Q1	$865K	Buy	3,434 +87	+3%	+$24.1K	0.02%	267
2024 Q4	$937K	Buy	+3,347	New	+$946K	0.02%	232

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

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

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Sagespring Wealth Partners's VBK Position: Q3 2026 in Review

Sagespring Wealth Partners increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 3.4% in Q3 2026, buying an estimated $40.2K and bringing the position to 3,545 shares worth $1.2M. The position accounts for 0.02% of the portfolio, ranked #323.

Sagespring Wealth Partners first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.25M in Q2 2026. 875 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Sagespring Wealth Partners held 3,545 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.2M as of Q3 2026.
Sagespring Wealth Partners bought 115 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $40.2K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Sagespring Wealth Partners's portfolio in Q3 2026, its #323 holding.
Sagespring Wealth Partners first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Sagespring Wealth Partners's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.25M in Q2 2026.
875 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Sagespring Wealth Partners's 13F filing for Q3 2026, filed 22 Oct 2026.