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Tactive Advisors’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Tactive Advisors’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 		$327K Sell
967
-530
-35% -$185K 0.08% 208
2026
Q2 		$547K Sell
1,497
-3
-0.2% -$1.02K 0.13% 139
2026
Q1 		$453K Buy
1,500
+5
+0.3% +$1.57K 0.13% 151
2025
Q4 		$452K Buy
1,495
+377
+34% +$114K 0.13% 157
2025
Q3 		$333K Buy
1,118
+8
+0.7% +$2.31K 0.09% 186
2025
Q2 		$307K Buy
+1,110
New +$286K 0.1% 169

Other funds holding VBK

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
WMWM
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
FA
FC Advisory West Chester, Pennsylvania $382M AUM 8.35% 1-Year Est. Return
VC
Veery Capital Wilmington, Delaware $375M AUM 14.26% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
EA
Eclectic Associates Fullerton, California $895M AUM 10.23% 1-Year Est. Return

Tactive Advisors's VBK Position: Q3 2026 in Review

Tactive Advisors reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 35% in Q3 2026, selling an estimated $185K and leaving 967 shares worth $327K. The position accounts for 0.08% of the portfolio, ranked #208.

Tactive Advisors first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $547K in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Tactive Advisors held 967 shares of Vanguard Morningstar Small-Cap Growth ETF worth $327K as of Q3 2026.
  • Tactive Advisors sold 530 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $185K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.08% of Tactive Advisors's portfolio in Q3 2026, its #208 holding.
  • Tactive Advisors first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • Tactive Advisors's Vanguard Morningstar Small-Cap Growth ETF position peaked at $547K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Tactive Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.