MFG Investments, LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

MFG Investments, LLC’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	$693K	Buy	+2,050	New	+$716K	0.75%	32

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

One Day In July LLC Burlington, Vermont $1.45B AUM 9.32% 1-Year Est. Return

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

MFG Investments, LLC's VBK Position: Q3 2026 in Review

MFG Investments, LLC opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 2,050 shares worth $693K. The stake represents 0.75% of the portfolio and ranks #32 among its holdings.

597 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

MFG Investments, LLC held 2,050 shares of Vanguard Morningstar Small-Cap Growth ETF worth $693K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new MFG Investments, LLC position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.75% of MFG Investments, LLC's portfolio in Q3 2026, its #32 holding.
597 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on MFG Investments, LLC's 13F filing for Q3 2026, filed 30 Oct 2026.