Spurstone Advisory Services
VBK icon

Spurstone Advisory Services’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Spurstone Advisory Services’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 		$681 Hold
2
– – 0.01% 72
2026
Q2 		$725 Buy
2
+1
+100% +$341 0.01% 71
2026
Q1 		$302 Sell
1
-1
-50% -$314 0.01% 67
2025
Q4 		$604 Hold
2
– – 0.01% 79
2025
Q3 		$595 Hold
2
– – 0.01% 97
2025
Q2 		$552 Hold
2
– – 0.01% 120
2025
Q1 		$503 Hold
2
– – 0.01% 88
2024
Q4 		$560 Buy
+2
New +$565 0.01% 67

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Choreo LLC
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Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

Spurstone Advisory Services's VBK Position: Q3 2026 in Review

Spurstone Advisory Services held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 2 shares worth $681. The position accounts for 0.01% of the portfolio, ranked #72.

Spurstone Advisory Services first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $725 in Q2 2026. 683 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Spurstone Advisory Services held 2 shares of Vanguard Morningstar Small-Cap Growth ETF worth $681 as of Q3 2026.
  • Spurstone Advisory Services left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Spurstone Advisory Services's portfolio in Q3 2026, its #72 holding.
  • Spurstone Advisory Services first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • Spurstone Advisory Services's Vanguard Morningstar Small-Cap Growth ETF position peaked at $725 in Q2 2026.
  • 683 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Spurstone Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.