Tucker Asset Management’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Tucker Asset Management’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	–	Sell	-411	Closed	-$150K	–	392
2026 Q2	$150K	Hold	411	–	–	0.04%	185
2026 Q1	$124K	Buy	411 +3	+0.7%	+$943	0.04%	161
2025 Q4	$123K	Buy	408 +369	+946%	+$111K	0.04%	164
2025 Q3	$11.6K	Hold	39	–	–	﹤0.01%	249
2025 Q2	$10.8K	Buy	+39	New	+$10K	﹤0.01%	219
2023 Q3	–	Sell	-24	Closed	-$5.51K	–	1557
2023 Q2	$5.51K	Sell	24 -44	-65%	-$9.6K	﹤0.01%	656
2023 Q1	$14.7K	Buy	68 +44	+183%	+$9.5K	﹤0.01%	483
2022 Q4	$4.82K	Hold	24	–	–	﹤0.01%	447
2022 Q3	$5.01K	Buy	24 +23	+2,300%	+$4.94K	﹤0.01%	430
2022 Q2	$197	Buy	+1	New	+$217	﹤0.01%	620

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

SEI Investments Oaks, Pennsylvania $113B AUM 26.61% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Tucker Asset Management's VBK Position: Q3 2026 in Review

Tucker Asset Management sold out of Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q3 2026, closing a stake of 411 shares — an estimated $150K sold.

Tucker Asset Management first reported a position in VBK in Q2 2022 and held it in 10 quarters. The position peaked at $150K in Q2 2026. 1,077 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Tucker Asset Management reported no remaining Vanguard Morningstar Small-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
Tucker Asset Management sold 411 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $150K.
Tucker Asset Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2022 and held it in 10 quarters.
Tucker Asset Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $150K in Q2 2026.
1,077 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Tucker Asset Management's 13F filing for Q3 2026, filed 29 Oct 2026.