Summit Wealth Group (Colorado)
VBK icon

Summit Wealth Group (Colorado)’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Summit Wealth Group (Colorado)’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 		$2.85M Sell
8,435
-1,197
-12% -$418K 0.18% 78
2026
Q2 		$3.52M Buy
9,632
+728
+8% +$248K 0.29% 46
2026
Q1 		$2.69M Buy
8,904
+1,876
+27% +$590K 0.28% 48
2025
Q4 		$2.12M Buy
+7,028
New +$2.12M 0.28% 51
2025
Q3 		– Sell
-8,611
Closed -$2.39M – 620
2025
Q2 		$2.39M Buy
+8,611
New +$2.22M 0.6% 44

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AssetMark Inc
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LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 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
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Savant Capital
Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return
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
US Bancorp
US Bancorp Minneapolis, Minnesota $92B AUM 22.91% 1-Year Est. Return

Summit Wealth Group (Colorado)'s VBK Position: Q3 2026 in Review

Summit Wealth Group (Colorado) reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 12% in Q3 2026, selling an estimated $418K and leaving 8,435 shares worth $2.85M. The position accounts for 0.18% of the portfolio, ranked #78.

Summit Wealth Group (Colorado) first reported a position in VBK in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.52M in Q2 2026. 840 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Summit Wealth Group (Colorado) held 8,435 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.85M as of Q3 2026.
  • Summit Wealth Group (Colorado) sold 1,197 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $418K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.18% of Summit Wealth Group (Colorado)'s portfolio in Q3 2026, its #78 holding.
  • Summit Wealth Group (Colorado) first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Summit Wealth Group (Colorado)'s Vanguard Morningstar Small-Cap Growth ETF position peaked at $3.52M in Q2 2026.
  • 840 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q3 2026, filed 29 Oct 2026.