Sapient Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Sapient Capital’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	$2.73M	Hold	8,093	–	–	0.04%	137
2026 Q2	$2.96M	Hold	8,093	–	–	0.04%	134
2026 Q1	$2.45M	Buy	8,093 +103	+1%	+$32.4K	0.04%	142
2025 Q4	$2.44M	Buy	7,990 +6,525	+445%	+$1.97M	0.03%	145
2025 Q3	$438K	Sell	1,465 -24	-2%	-$6.93K	0.01%	274
2025 Q2	$413K	Buy	1,489 +15	+1%	+$3.86K	0.01%	268
2025 Q1	$371K	Buy	1,474 +6	+0.4%	+$1.66K	0.01%	270
2024 Q4	$411K	Buy	+1,468	New	+$415K	0.01%	261

Other funds holding VBK

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

WMWM

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Sapient Capital's VBK Position: Q3 2026 in Review

Sapient Capital held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 8,093 shares worth $2.73M. The position accounts for 0.04% of the portfolio, ranked #137.

Sapient Capital first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.96M in Q2 2026. 66 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Sapient Capital held 8,093 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.73M as of Q3 2026.
Sapient Capital left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Sapient Capital's portfolio in Q3 2026, its #137 holding.
Sapient Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Sapient Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.96M in Q2 2026.
66 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Sapient Capital's 13F filing for Q3 2026, filed 8 Oct 2026.