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Atwood & Palmer’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Atwood & Palmer’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
Q2 		$118K Hold
322
– – 0.01% 189
2026
Q1 		$97.5K Buy
322
+308
+2,200% +$96.8K 0.01% 198
2025
Q4 		$4.23K Hold
14
– – ﹤0.01% 419
2025
Q3 		$4.17K Buy
+14
New +$4.04K ﹤0.01% 422
2022
Q2 		– Sell
-39
Closed -$10K – 449
2022
Q1 		$10K Hold
39
– – ﹤0.01% 370
2021
Q4 		$11K Hold
39
– – ﹤0.01% 372
2021
Q3 		$11K Buy
+39
New +$11.2K ﹤0.01% 351
2019
Q2 		– Sell
-30
Closed -$5K – 333
2019
Q1 		$5K Hold
30
– – ﹤0.01% 288
2018
Q4 		$5K Hold
30
– – ﹤0.01% 278
2018
Q3 		$6K Buy
+30
New +$5.52K ﹤0.01% 277
2016
Q1 		– Sell
-775
Closed -$94K – 388
2015
Q4 		$94K Buy
775
+25
+3% +$3.08K 0.02% 166
2015
Q3 		$88K Hold
750
– – 0.02% 161
2015
Q2 		$101K Hold
750
– – 0.02% 160
2015
Q1 		$99K Sell
750
-1,138
-60% -$147K 0.02% 154
2014
Q4 		$238K Hold
1,888
– – 0.04% 111
2014
Q3 		$227K Buy
1,888
+1,500
+387% +$186K 0.04% 113
2014
Q2 		$49K Sell
388
-1,500
-79% -$182K 0.01% 189
2014
Q1 		$235K Buy
+1,888
New +$234K 0.06% 103

Other funds holding VBK

MG
Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return
CK
Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HCM
Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
SI
Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
SFS
Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return
AFA
American Financial Advisors Marietta, Georgia $831M AUM 21.38% 1-Year Est. Return
WPW
Waldron Private Wealth Bridgeville, Pennsylvania $2.89B AUM 23.18% 1-Year Est. Return

Atwood & Palmer's VBK Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 322 shares worth $118K. The position accounts for 0.01% of the portfolio, ranked #189.

Atwood & Palmer first reported a position in VBK in Q1 2014 and has held it in 18 quarters since. The position peaked at $238K in Q4 2014. 580 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Atwood & Palmer held 322 shares of Vanguard Morningstar Small-Cap Growth ETF worth $118K as of Q2 2026.
  • Atwood & Palmer left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Small-Cap Growth ETF made up 0.01% of Atwood & Palmer's portfolio in Q2 2026, its #189 holding.
  • Atwood & Palmer first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q1 2014 and has held it in 18 quarters since.
  • Atwood & Palmer's Vanguard Morningstar Small-Cap Growth ETF position peaked at $238K in Q4 2014.
  • 580 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.