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SC&H Financial Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

SC&H Financial 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 		$261K Hold
773
– – 0.04% 136
2026
Q2 		$283K Buy
773
+1
+0.1% +$341 0.04% 133
2026
Q1 		$233K Hold
772
– – 0.04% 142
2025
Q4 		$233K Buy
+772
New +$233K 0.04% 146
2025
Q3 		– Sell
-779
Closed -$216K – 158
2025
Q2 		$216K Buy
+779
New +$201K 0.04% 147

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
AWA
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
FFN
Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return
MBTD
Mechanics Bank - Trust Department Walnut Creek, California $798M AUM 16.67% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return

SC&H Financial Advisors's VBK Position: Q3 2026 in Review

SC&H Financial Advisors held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 773 shares worth $261K. The position accounts for 0.04% of the portfolio, ranked #136.

SC&H Financial Advisors first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $283K in Q2 2026. 159 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • SC&H Financial Advisors held 773 shares of Vanguard Morningstar Small-Cap Growth ETF worth $261K as of Q3 2026.
  • SC&H Financial Advisors 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 SC&H Financial Advisors's portfolio in Q3 2026, its #136 holding.
  • SC&H Financial Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • SC&H Financial Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $283K in Q2 2026.
  • 159 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on SC&H Financial Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.