James T. Borello RIA’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

James T. Borello RIA’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	$1.69K	Hold	5	–	–	﹤0.01%	945
2026 Q2	$1.83K	Hold	5	–	–	﹤0.01%	955
2026 Q1	$1.51K	Hold	5	–	–	﹤0.01%	959
2025 Q4	$1.51K	Hold	5	–	–	﹤0.01%	834
2025 Q3	$1.49K	Hold	5	–	–	﹤0.01%	769
2025 Q2	$1.38K	Hold	5	–	–	﹤0.01%	268
2025 Q1	$1.26K	Hold	5	–	–	﹤0.01%	210
2024 Q4	$1.4K	Hold	5	–	–	﹤0.01%	183
2024 Q3	$1.34K	Hold	5	–	–	﹤0.01%	171
2024 Q2	$1.25K	Hold	5	–	–	﹤0.01%	162
2024 Q1	$1.3K	Hold	5	–	–	﹤0.01%	158
2023 Q4	$1.21K	Buy	+5	New	+$1.08K	﹤0.01%	140

Other funds holding VBK

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

Howard Capital Management Roswell, Georgia $8.26B AUM 36.73% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.44B AUM 12.02% 1-Year Est. Return

Aaron Wealth Advisors Chicago, Illinois $2.04B AUM 32.69% 1-Year Est. Return

Whitaker-Myers Wealth Managers Mansfield, Ohio $614M AUM 16.27% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

James T. Borello RIA's VBK Position: Q3 2026 in Review

James T. Borello RIA held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q3 2026 at 5 shares worth $1.69K. The position accounts for ﹤0.01% of the portfolio, ranked #945.

James T. Borello RIA first reported a position in VBK in Q4 2023 and has held it in 12 quarters since. The position peaked at $1.83K in Q2 2026. 228 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

James T. Borello RIA held 5 shares of Vanguard Morningstar Small-Cap Growth ETF worth $1.69K as of Q3 2026.
James T. Borello RIA left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Small-Cap Growth ETF made up ﹤0.01% of James T. Borello RIA's portfolio in Q3 2026, its #945 holding.
James T. Borello RIA first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello RIA's Vanguard Morningstar Small-Cap Growth ETF position peaked at $1.83K in Q2 2026.
228 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on James T. Borello RIA's 13F filing for Q3 2026, filed 16 Oct 2026.