Seek First’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Seek First’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	$4.93M	Sell	14,603 -1,481	-9%	-$517K	3.18%	7
2026 Q2	$5.88M	Buy	16,084 +111	+0.7%	+$37.8K	3.71%	7
2026 Q1	$4.83M	Buy	15,973 +1,600	+11%	+$503K	3.4%	7
2025 Q4	$4.34M	Buy	14,373 +159	+1%	+$48K	2.99%	8
2025 Q3	$4.23M	Buy	14,214 +198	+1%	+$57.2K	3.04%	9
2025 Q2	$3.88M	Buy	14,016 +788	+6%	+$203K	3.14%	9
2025 Q1	$3.33M	Buy	+13,228	New	+$3.67M	2.96%	8

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

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

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Seek First's VBK Position: Q3 2026 in Review

Seek First reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.2% in Q3 2026, selling an estimated $517K and leaving 14,603 shares worth $4.93M. The position accounts for 3.18% of the portfolio, ranked #7.

Seek First first reported a position in VBK in Q1 2025 and has held it in 7 quarters since. The position peaked at $5.88M in Q2 2026. 579 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Seek First held 14,603 shares of Vanguard Morningstar Small-Cap Growth ETF worth $4.93M as of Q3 2026.
Seek First sold 1,481 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $517K.
Vanguard Morningstar Small-Cap Growth ETF made up 3.18% of Seek First's portfolio in Q3 2026, its #7 holding.
Seek First first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
Seek First's Vanguard Morningstar Small-Cap Growth ETF position peaked at $5.88M in Q2 2026.
579 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Seek First's 13F filing for Q3 2026, filed 27 Oct 2026.