XY Planning Network’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

XY Planning Network’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	$2.63M	Buy	7,784 +472	+6%	+$165K	0.28%	77
2026 Q2	$2.67M	Buy	7,312 +4,604	+170%	+$1.57M	0.34%	71
2026 Q1	$825K	Buy	2,708 +6	+0.2%	+$1.89K	0.13%	145
2025 Q4	$816K	Buy	2,702 +32	+1%	+$9.7K	0.14%	136
2025 Q3	$739K	Hold	2,670	–	–	0.25%	89
2025 Q2	$739K	Buy	+2,670	New	+$688K	0.25%	89

Other funds holding VBK

AssetMark Inc Concord, California $59.5B AUM 15.92% 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

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

Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

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

Vision Capital Management Portland, Oregon $882M AUM 19.09% 1-Year Est. Return

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

XY Planning Network's VBK Position: Q3 2026 in Review

XY Planning Network increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 6.5% in Q3 2026, buying an estimated $165K and bringing the position to 7,784 shares worth $2.63M. The position accounts for 0.28% of the portfolio, ranked #77.

XY Planning Network first reported a position in VBK in Q2 2025 and has held it in 6 quarters since. The position peaked at $2.67M in Q2 2026. 416 funds tracked by Wall St. Rank hold VBK as of Q3 2026.

XY Planning Network held 7,784 shares of Vanguard Morningstar Small-Cap Growth ETF worth $2.63M as of Q3 2026.
XY Planning Network bought 472 Vanguard Morningstar Small-Cap Growth ETF shares in Q3 2026, an estimated $165K.
Vanguard Morningstar Small-Cap Growth ETF made up 0.28% of XY Planning Network's portfolio in Q3 2026, its #77 holding.
XY Planning Network first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
XY Planning Network's Vanguard Morningstar Small-Cap Growth ETF position peaked at $2.67M in Q2 2026.
416 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q3 2026.

Based on XY Planning Network's 13F filing for Q3 2026, filed 14 Oct 2026.