Public ownership evidence

Vanguard Morningstar Small-Cap Growth ETF (VBK) Ownership Disclosures

Read VBK insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-10T12:08:28.848Z

Separate the three disclosure sources

Step 1 of 3

Recent institutional filing receipts

Vanguard Morningstar Small-Cap Growth ETF: source evidence dated 2026-10-10T12:08:28.848Z.

Manager
Cornerstone Financial Management LLC
Report period
2026-06-30
Available
2026-08-29
Reported shares
435
Value (USD)
$159,080
Option
None
What you should see

The displayed owner or issuer and source fields identify the receipt to verify; keep reporting and availability dates separate.

Step 2 of 3

Is this an insider transaction, 13F holding, or Congressional event?

Each source has different dates and units. Raw ticker-matched receipts, including amendments, are not deduplicated current ownership totals.

13F 0002110329-26-000015
What you should see

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Step 3 of 3

Read VBK fundamentals

Follow the source receipt or manager/member profile. Avoid combining transaction value and 13F position value into an ownership percentage.

Read VBK fundamentals
What you should see

Keep reporting dates and units beside the answer, and inspect its original citations.

Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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No records are available for this view.

90-day public availability window, up to 50 records.

Recent institutional filing receipts

See the complete recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29435$159,080None
Cornerstone Financial Management LLC2026-03-312026-08-29435$131,479None
Cornerstone Financial Management LLC2025-12-312026-08-29510$154,076None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-2925,791$6,493,400None
Corient Private Wealth LP2026-06-302026-08-28406,755$148,749,970None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-28411$150,303None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-28411$124,225None
Wellington Grp LLC2026-06-302026-08-2727,334$9,996,091None
Legacy Edge Advisors, LLC2025-09-302026-08-273,442$1,024,408None
Financial Insights, Inc.2026-06-302026-08-261,441$527,085None
TOBIAS FINANCIAL ADVISORS, INC.2026-06-302026-08-267,312$2,674,035None
Serenity Investment Advisors2026-06-302026-08-2519,906$7,089,799None
Strategic Financial Services, Inc.2026-06-302026-08-251,408$514,906None
WEST MICHIGAN ADVISORS, LLC2026-06-302026-08-22578$211,485None
Forefront Wealth Partners, LLC2026-06-302026-08-21718$262,665None
CLIFFORD SWAN INVESTMENT COUNSEL LLC2026-06-302026-08-21914$334,250None
GILL CAPITAL PARTNERS, LLC2026-06-302026-08-21171$62,384None
Bullock Wealth Management Group2026-06-302026-08-20292$105,813None
Kingsview Wealth Management, LLC2026-06-302026-08-208,844$3,234,432None
Goodwin Investment Advisory2026-06-302026-08-201,206$441,089None
Goodwin Investment Advisory2026-06-302026-08-201,217$445,056None
Archer Investment Corp2026-06-302026-08-20215$78,626None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2038,090$13,929,553None
Beacon Pointe Advisors, LLC2026-06-302026-08-19170,183$62,235,805None
Copia Wealth Management2026-06-302026-08-19987$360,946None
JDM Financial Group LLC2026-06-302026-08-19108$39,496None
Leo H. Evart, Inc.2026-06-302026-08-19358$130,946None
Unconventional Investor, LLC2026-06-302026-08-191,697$620,712None
Orion Capital Management LLC2026-06-302026-08-19379$138,600None
Glenview Trust Co2026-06-302026-08-192,590$947,163None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1964$23,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-192,755$1,007,503None
Jacobs Equity LLC2026-06-302026-08-185,467$1,999,282None
Legacy Edge Advisors, LLC2025-06-302026-08-184,542$1,257,861None
Legacy Edge Advisors, LLC2025-03-312026-08-183,311$833,610None
Legacy Edge Advisors, LLC2024-09-302026-08-183,324$888,738None
Legacy Edge Advisors, LLC2024-06-302026-08-183,344$836,435None
Legacy Edge Advisors, LLC2024-03-312026-08-183,810$993,343None
Legacy Edge Advisors, LLC2024-12-312026-08-183,311$928,636None
Legacy Edge Advisors, LLC2023-12-312026-08-183,810$921,144None
Strive Financial Group ,LLC2026-06-302026-08-183,218$1,176,823None
Coastal Bridge Advisors, LLC2026-06-302026-08-1812,042$4,403,938None
Triton Financial Group Inc2026-06-302026-08-18611$223,446None
Caitlin John, LLC2026-06-302026-08-18126$46,078None
Payne Capital Management, LLC2026-06-302026-08-1846,677$17,069,784None
Corient Private Wealth LP2026-06-302026-08-18409,059$149,592,752None
Asset Allocation Strategies LLC2026-06-302026-08-18826$301,993None
FSA Advisors, Inc.2026-06-302026-08-182,119$774,655None
Pure Financial Advisors, LLC2026-06-302026-08-181,129$412,896None
Transamerica Financial Advisors, LLC2026-06-302026-08-1810,447$3,820,708None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Wellington Grp LLC ↗Legacy Edge Advisors, LLC ↗Financial Insights, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.

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