Stanich Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stanich Group’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	$1.87M	Buy	5,540 +41	+0.7%	+$14.3K	0.9%	15
2026 Q2	$2.01M	Buy	5,499 +1,120	+26%	+$381K	1.27%	10
2026 Q1	$1.32M	Sell	4,379 -70	-2%	-$22K	1.01%	12
2025 Q4	$1.35M	Sell	4,449 -251	-5%	-$75.7K	1.01%	14
2025 Q3	$1.4M	Buy	4,700 +162	+4%	+$46.8K	0.86%	18
2025 Q2	$1.28M	Sell	4,538 -778	-15%	-$200K	1.14%	13
2025 Q1	$1.34M	Buy	5,316 +124	+2%	+$34.4K	0.99%	16
2024 Q4	$1.45M	Buy	+5,192	New	+$1.47M	1.09%	15

Other funds holding VBK

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

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

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

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Stanich Group's VBK Position: Q3 2026 in Review

Stanich Group increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.75% in Q3 2026, buying an estimated $14.3K and bringing the position to 5,540 shares worth $1.87M. The position accounts for 0.9% of the portfolio, ranked #15.

Stanich Group first reported a position in VBK in Q4 2024 and has held it in 8 quarters since. The position peaked at $2.01M in Q2 2026. 271 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Stanich Group held 5,540 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.87M as of Q3 2026.
Stanich Group bought 41 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $14.3K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.9% of Stanich Group's portfolio in Q3 2026, its #15 holding.
Stanich Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Stanich Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.01M in Q2 2026.
271 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Stanich Group's 13F filing for Q3 2026, filed 16 Oct 2026.