VAG
VBK icon

VisionPoint Advisory Group’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

VisionPoint Advisory Group’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 		$845K Sell
2,501
-254
-9% -$88.7K 0.13% 169
2026
Q2 		$1.01M Sell
2,755
-129
-4% -$43.9K 0.16% 142
2026
Q1 		$872K Buy
2,884
+7
+0.2% +$2.2K 0.16% 143
2025
Q4 		$869K Sell
2,877
-181
-6% -$54.6K 0.17% 132
2025
Q3 		$910K Sell
3,058
-99
-3% -$28.6K 0.18% 129
2025
Q2 		$874K Buy
+3,157
New +$813K 0.19% 123

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

VisionPoint Advisory Group's VBK Position: Q3 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 9.2% in Q3 2026, selling an estimated $88.7K and leaving 2,501 shares worth $845K. The position accounts for 0.13% of the portfolio, ranked #169.

VisionPoint Advisory Group first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.01M in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • VisionPoint Advisory Group held 2,501 shares of Vanguard Morningstar Small-Cap Growth ETF worth $845K as of Q3 2026.
  • VisionPoint Advisory Group sold 254 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $88.7K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.13% of VisionPoint Advisory Group's portfolio in Q3 2026, its #169 holding.
  • VisionPoint Advisory Group first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
  • VisionPoint Advisory Group's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.01M in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on VisionPoint Advisory Group's 13F filing for Q3 2026, filed 9 Oct 2026.