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WoodTrust Financial’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

WoodTrust Financial’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 		$593K Sell
1,754
-30
-2% -$10.5K 0.07% 111
2026
Q2 		$652K Sell
1,784
-15
-0.8% -$5.11K 0.08% 107
2026
Q1 		$544K Sell
1,799
-303
-14% -$95.2K 0.07% 110
2025
Q4 		$635K Buy
2,102
+157
+8% +$47.4K 0.07% 113
2025
Q3 		$579K Buy
+1,945
New +$561K 0.07% 116
2025
Q2 		– Sell
-1,712
Closed -$431K – 160
2025
Q1 		$431K Buy
1,712
+140
+9% +$38.8K 0.06% 121
2024
Q4 		$440K Buy
1,572
+115
+8% +$32.5K 0.06% 122
2024
Q3 		$390K Buy
1,457
+87
+6% +$22.3K 0.06% 126
2024
Q2 		$343K Buy
+1,370
New +$342K 0.05% 132
2024
Q1 		– Sell
-1,192
Closed -$288K – 184
2023
Q4 		$288K Buy
1,192
+9
+0.8% +$1.95K 0.05% 138
2023
Q3 		$253K Buy
1,183
+43
+4% +$9.77K 0.05% 137
2023
Q2 		$262K Buy
1,140
+95
+9% +$20.7K 0.05% 132
2023
Q1 		$226K Buy
+1,045
New +$226K 0.04% 139
2022
Q2 		– Sell
-1,008
Closed -$250K – 160
2022
Q1 		$250K Buy
+1,008
New +$248K 0.05% 134

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

WoodTrust Financial's VBK Position: Q3 2026 in Review

WoodTrust Financial reduced its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.7% in Q3 2026, selling an estimated $10.5K and leaving 1,754 shares worth $593K. The position accounts for 0.07% of the portfolio, ranked #111.

WoodTrust Financial first reported a position in VBK in Q1 2022 and has held it in 14 quarters since. The position peaked at $652K in Q2 2026. 75 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

  • WoodTrust Financial held 1,754 shares of Vanguard Morningstar Small-Cap Growth ETF worth $593K as of Q3 2026.
  • WoodTrust Financial sold 30 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $10.5K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.07% of WoodTrust Financial's portfolio in Q3 2026, its #111 holding.
  • WoodTrust Financial first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2022 and has held it in 14 quarters since.
  • WoodTrust Financial's Vanguard Morningstar Small-Cap Growth ETF position peaked at $652K in Q2 2026.
  • 75 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on WoodTrust Financial's 13F filing for Q3 2026, filed 9 Oct 2026.