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Veery Capital’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Veery Capital’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 		$14.2M Buy
42,054
+492
+1% +$172K 3.79% 8
2026
Q2 		$15.2M Buy
41,562
+465
+1% +$158K 4.08% 8
2026
Q1 		$12.4M Buy
41,097
+1,225
+3% +$385K 3.81% 9
2025
Q4 		$12M Buy
39,872
+362
+0.9% +$109K 3.7% 10
2025
Q3 		$11.8M Buy
39,510
+1,293
+3% +$373K 3.71% 9
2025
Q2 		$10.6M Buy
38,217
+2,259
+6% +$582K 3.64% 10
2025
Q1 		$9.05M Buy
35,958
+1,686
+5% +$467K 3.52% 11
2024
Q4 		$9.6M Buy
34,272
+5,608
+20% +$1.59M 3.67% 10
2024
Q3 		$7.66M Buy
28,664
+11,510
+67% +$2.95M 2.88% 13
2024
Q2 		$4.29M Buy
17,154
+791
+5% +$197K 1.74% 16
2024
Q1 		$4.27M Buy
16,363
+270
+2% +$66.3K 1.75% 16
2023
Q4 		$3.89M Sell
16,093
-470
-3% -$102K 1.74% 16
2023
Q3 		$3.55M Buy
16,563
+287
+2% +$65.2K 1.73% 14
2023
Q2 		$3.74M Buy
16,276
+1,043
+7% +$227K 1.76% 13
2023
Q1 		$3.3M Buy
15,233
+67
+0.4% +$14.5K 1.76% 12
2022
Q4 		$3.04M Buy
15,166
+570
+4% +$117K 1.8% 12
2022
Q3 		$2.85M Buy
14,596
+651
+5% +$140K 1.82% 11
2022
Q2 		$2.75M Buy
13,945
+1,694
+14% +$367K 1.69% 12
2022
Q1 		$3.04M Buy
12,251
+873
+8% +$215K 1.68% 11
2021
Q4 		$3.21M Buy
11,378
+554
+5% +$159K 1.68% 12
2021
Q3 		$3.03M Buy
10,824
+461
+4% +$132K 1.72% 11
2021
Q2 		$3M Buy
10,363
+696
+7% +$195K 1.75% 11
2021
Q1 		$2.66M Buy
9,667
+217
+2% +$61.2K 1.68% 12
2020
Q4 		$2.53M Buy
+9,450
New +$2.29M 1.71% 12

Other funds holding VBK

Mather Group
Mather Group Chicago, Illinois $11.8B AUM 12.84% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.51B AUM 20.24% 1-Year Est. Return
Howard Capital Management
Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Summit Financial Strategies
Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return
Aaron Wealth Advisors
Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return
Vision Capital Management
Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return
Whitaker-Myers Wealth Managers
Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Veery Capital's VBK Position: Q3 2026 in Review

Veery Capital increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.2% in Q3 2026, buying an estimated $172K and bringing the position to 42,054 shares worth $14.2M. The position accounts for 3.79% of the portfolio, ranked #8.

Veery Capital first reported a position in VBK in Q4 2020 and has held it in 24 quarters since. The position peaked at $15.2M in Q2 2026. 303 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Veery Capital held 42,054 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.2M as of Q3 2026.
  • Veery Capital bought 492 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $172K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.79% of Veery Capital's portfolio in Q3 2026, its #8 holding.
  • Veery Capital first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Veery Capital's Vanguard Morningstar Small-Cap Growth ETF position peaked at $15.2M in Q2 2026.
  • 303 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Veery Capital's 13F filing for Q3 2026, filed 7 Oct 2026.