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

Sunburst Financial 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	$1.32M	Sell	3,908 -1	-0%	-$349	0.21%	46
2026 Q2	$1.43M	Buy	3,909 +1	+0%	+$341	0.23%	46
2026 Q1	$1.18M	Hold	3,908	–	–	0.22%	46
2025 Q4	$1.18M	Buy	3,908 +2	+0.1%	+$603	0.24%	44
2025 Q3	$1.16M	Sell	3,906 -3	-0.1%	-$866	0.24%	43
2025 Q2	$1.08M	Buy	3,909 +198	+5%	+$51K	0.24%	46
2025 Q1	$934K	Sell	3,711 -3	-0.1%	-$831	0.23%	48
2024 Q4	$1.04M	Sell	3,714 -573	-13%	-$162K	0.26%	45
2024 Q3	$1.15M	Buy	4,287 +109	+3%	+$27.9K	0.29%	44
2024 Q2	$1.05M	Sell	4,178 -4	-0.1%	-$998	0.28%	46
2024 Q1	$1.08M	Buy	4,182 +47	+1%	+$11.5K	0.31%	42
2023 Q4	$1000K	Buy	+4,135	New	+$898K	0.31%	41

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 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

HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return

Savant Capital Rockford, Illinois $35B AUM 15.18% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

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

Sunburst Financial Group's VBK Position: Q3 2026 in Review

Sunburst Financial Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 0.03% in Q3 2026, selling an estimated $349 and leaving 3,908 shares worth $1.32M. The position accounts for 0.21% of the portfolio, ranked #46.

Sunburst Financial Group first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.43M in Q2 2026. 884 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Sunburst Financial Group held 3,908 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.32M as of Q3 2026.
Sunburst Financial Group sold 1 Vanguard Morningstar Small-Cap Growth ETF share in Q3 2026, an estimated $349.
Vanguard Morningstar Small-Cap Growth ETF made up 0.21% of Sunburst Financial Group's portfolio in Q3 2026, its #46 holding.
Sunburst Financial Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Sunburst Financial Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.43M in Q2 2026.
884 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Sunburst Financial Group's 13F filing for Q3 2026, filed 9 Oct 2026.