Stonebridge Financial Planning Group
VBK icon

Stonebridge Financial Planning Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Stonebridge Financial Planning 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 		$1.03M Hold
3,062
– – 0.33% 84
2026
Q2 		$1.12M Buy
3,062
+40
+1% +$13.6K 0.36% 79
2026
Q1 		$913K Buy
3,022
+57
+2% +$17.9K 0.34% 88
2025
Q4 		$896K Buy
2,965
+1
+0% +$302 0.32% 90
2025
Q3 		$882K Sell
2,964
-464
-14% -$134K 0.33% 87
2025
Q2 		$949K Sell
3,428
-381
-10% -$98.1K 0.4% 75
2025
Q1 		$959K Buy
3,809
+290
+8% +$80.4K 0.44% 72
2024
Q4 		$986K Buy
3,519
+426
+14% +$120K 0.44% 65
2024
Q3 		$827K Hold
3,093
– – 0.39% 73
2024
Q2 		$774K Sell
3,093
-571
-16% -$142K 0.39% 73
2024
Q1 		$955K Buy
3,664
+698
+24% +$171K 0.51% 55
2023
Q4 		$717K Buy
2,966
+57
+2% +$12.4K 0.41% 69
2023
Q3 		$623K Buy
2,909
+711
+32% +$162K 0.4% 64
2023
Q2 		$505K Buy
2,198
+295
+16% +$64.2K 0.31% 76
2023
Q1 		$412K Buy
+1,903
New +$411K 0.27% 90
2022
Q3 		– Sell
-2,096
Closed -$413K – 122
2022
Q2 		$413K Sell
2,096
-310
-13% -$67.2K 0.28% 81
2022
Q1 		$597K Sell
2,406
-225
-9% -$55.4K 0.33% 63
2021
Q4 		$622K Buy
2,631
+35
+1% +$10K 0.33% 63
2021
Q3 		$788K Sell
2,596
-265
-9% -$75.9K 0.39% 57
2021
Q2 		$824K Buy
2,861
+717
+33% +$201K 0.44% 51
2021
Q1 		$601K Buy
2,144
+843
+65% +$238K 0.35% 57
2020
Q4 		$348K Sell
1,301
-140
-10% -$33.9K 0.22% 73
2020
Q3 		$332K Sell
1,441
-839
-37% -$177K 0.24% 68
2020
Q2 		$459K Sell
2,280
-317
-12% -$57.2K 0.39% 53
2020
Q1 		$410K Sell
2,597
-1,354
-34% -$251K 0.41% 51
2019
Q4 		$785K Buy
+3,951
New +$750K 0.71% 35

Other funds holding VBK

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return

Stonebridge Financial Planning Group's VBK Position: Q3 2026 in Review

Stonebridge Financial Planning Group held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 3,062 shares worth $1.03M. The position accounts for 0.33% of the portfolio, ranked #84.

Stonebridge Financial Planning Group first reported a position in VBK in Q4 2019 and has held it in 26 quarters since. The position peaked at $1.12M in Q2 2026. 1,163 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Stonebridge Financial Planning Group held 3,062 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.03M as of Q3 2026.
  • Stonebridge Financial Planning Group left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.33% of Stonebridge Financial Planning Group's portfolio in Q3 2026, its #84 holding.
  • Stonebridge Financial Planning Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Stonebridge Financial Planning Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.12M in Q2 2026.
  • 1,163 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2026, filed 6 Nov 2026.