Crumly & Associates’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Crumly & Associates’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	$215K	Buy	+587	New	+$200K	0.04%	186

Other funds holding VBK

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Mather Group Chicago, Illinois $11.5B AUM 18.82% 1-Year Est. Return

Cohen Klingenstein New York $3.49B AUM 26.65% 1-Year Est. Return

St Louis Trust Saint Louis, Missouri $875M AUM 28.57% 1-Year Est. Return

Commonwealth Equity Services

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Howard Capital Management Roswell, Georgia $8.4B AUM 51.89% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stephens Inc Little Rock, Arkansas $8.93B AUM 25.13% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Summit Financial Strategies Columbus, Ohio $1.42B AUM 21.31% 1-Year Est. Return

Crumly & Associates's VBK Position: Q2 2026 in Review

Crumly & Associates opened a new position in Vanguard Morningstar Small-Cap Growth ETF (VBK) in Q2 2026: 587 shares worth $215K. The stake represents 0.04% of the portfolio and ranks #186 among its holdings.

639 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Crumly & Associates held 587 shares of Vanguard Morningstar Small-Cap Growth ETF worth $215K as of Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF was a new Crumly & Associates position in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.04% of Crumly & Associates's portfolio in Q2 2026, its #186 holding.
639 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

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