True Wealth Design’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

True Wealth Design’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	$130K	Buy	+384	New	+$134K	0.03%	204

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

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

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

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

True Wealth Design's VBK Position: Q3 2026 in Review

True Wealth Design opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026: 384 shares worth $130K. The stake represents 0.03% of the portfolio and ranks #204 among its holdings.

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

True Wealth Design held 384 shares of Vanguard Morningstar Small-Cap Growth ETF worth $130K as of Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new True Wealth Design position in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.03% of True Wealth Design's portfolio in Q3 2026, its #204 holding.
452 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on True Wealth Design's 13F filing for Q3 2026, filed 13 Oct 2026.