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Toth Financial Advisory’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Toth Financial Advisory’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 		$24.7K Hold
73
– – ﹤0.01% 481
2026
Q2 		$26.7K Hold
73
– – ﹤0.01% 466
2026
Q1 		$22.1K Hold
73
– – ﹤0.01% 477
2025
Q4 		$22.1K Buy
+73
New +$22K ﹤0.01% 473

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

Toth Financial Advisory's VBK Position: Q3 2026 in Review

Toth Financial Advisory held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 73 shares worth $24.7K. The position accounts for ﹤0.01% of the portfolio, ranked #481.

Toth Financial Advisory first reported a position in VBK in Q4 2025 and has held it in 4 quarters since. The position peaked at $26.7K in Q2 2026. 64 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Toth Financial Advisory held 73 shares of Vanguard Morningstar Small-Cap Growth ETF worth $24.7K as of Q3 2026.
  • Toth Financial Advisory left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of Toth Financial Advisory's portfolio in Q3 2026, its #481 holding.
  • Toth Financial Advisory first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2025 and has held it in 4 quarters since.
  • Toth Financial Advisory's Vanguard Morningstar Small-Cap Growth ETF position peaked at $26.7K in Q2 2026.
  • 64 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Toth Financial Advisory's 13F filing for Q3 2026, filed 8 Oct 2026.