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

Winthrop Capital 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	$2.01M	Buy	5,951 +115	+2%	+$40.2K	0.49%	42
2026 Q2	$2.13M	Sell	5,836 -151	-3%	-$51.4K	0.52%	42
2026 Q1	$1.81M	Buy	5,987 +39	+0.7%	+$12.3K	0.46%	45
2025 Q4	$1.8M	Sell	5,948 -101	-2%	-$30.5K	0.42%	49
2025 Q3	$1.8M	Buy	6,049 +197	+3%	+$56.9K	0.44%	47
2025 Q2	$1.62M	Buy	5,852 +254	+5%	+$65.4K	0.41%	50
2025 Q1	$1.41M	Sell	5,598 -4	-0.1%	-$1.11K	0.39%	53
2024 Q4	$1.57M	Buy	+5,602	New	+$1.58M	0.42%	51
2024 Q1	–	Sell	-4,655	Closed	-$1.13M	–	290
2023 Q4	$1.13M	Buy	+4,655	New	+$1.01M	0.37%	53

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

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

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Winthrop Capital Management's VBK Position: Q3 2026 in Review

Winthrop Capital Management increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 2% in Q3 2026, buying an estimated $40.2K and bringing the position to 5,951 shares worth $2.01M. The position accounts for 0.49% of the portfolio, ranked #42.

Winthrop Capital Management first reported a position in VBK in Q4 2023 and has held it in 9 quarters since. The position peaked at $2.13M in Q2 2026. 1,030 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

Winthrop Capital Management held 5,951 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.01M as of Q3 2026.
Winthrop Capital Management bought 115 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $40.2K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.49% of Winthrop Capital Management's portfolio in Q3 2026, its #42 holding.
Winthrop Capital Management first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
Winthrop Capital Management's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.13M in Q2 2026.
1,030 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on Winthrop Capital Management's 13F filing for Q3 2026, filed 5 Nov 2026.