Vima LLC
VBK icon

Vima LLC’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Vima 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 		$20.3K Hold
60
– – 0.02% 214
2026
Q2 		$21.9K Buy
+60
New +$20.4K 0.02% 212
2024
Q2 		– Sell
-60
Closed -$13K – 357
2024
Q1 		$13K Hold
60
– – 0.02% 211
2023
Q4 		$14.5K Buy
+60
New +$13K 0.03% 218

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
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
Choreo LLC
Choreo LLC Rockford, Illinois $9.7B AUM 18.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 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
Creative Planning
Creative Planning Overland Park, Kansas $179B AUM 16.96% 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

Vima LLC's VBK Position: Q3 2026 in Review

Vima LLC held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 60 shares worth $20.3K. The position accounts for 0.02% of the portfolio, ranked #214.

Vima LLC first reported a position in VBK in Q4 2023 and has held it in 4 quarters since. The position peaked at $21.9K in Q2 2026. 638 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • Vima LLC held 60 shares of Vanguard Morningstar Small-Cap Growth ETF worth $20.3K as of Q3 2026.
  • Vima LLC left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.02% of Vima LLC's portfolio in Q3 2026, its #214 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Vima LLC's Vanguard Morningstar Small-Cap Growth ETF position peaked at $21.9K in Q2 2026.
  • 638 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Vima LLC's 13F filing for Q3 2026, filed 23 Oct 2026.