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Farmers & Merchants Trust Co of Chambersburg PA’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Farmers & Merchants Trust Co of Chambersburg PA’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 		$14.3M Buy
38,990
+532
+1% +$181K 3.62% 3
2026
Q1 		$11.6M Buy
38,458
+7,960
+26% +$2.5M 3.16% 4
2025
Q4 		$9.21M Buy
30,498
+220
+0.7% +$66.4K 2.58% 7
2025
Q3 		$9.01M Buy
30,278
+1,506
+5% +$435K 2.55% 7
2025
Q2 		$7.97M Buy
28,772
+2,703
+10% +$696K 2.49% 7
2025
Q1 		$6.56M Buy
26,069
+2,596
+11% +$719K 2.32% 9
2024
Q4 		$6.57M Buy
23,473
+1,203
+5% +$340K 2.49% 5
2024
Q3 		$5.95M Buy
22,270
+798
+4% +$204K 2.29% 7
2024
Q2 		$5.37M Buy
21,472
+236
+1% +$58.9K 2.17% 8
2024
Q1 		$5.54M Buy
21,236
+1,769
+9% +$435K 2.27% 7
2023
Q4 		$4.71M Buy
19,467
+19,037
+4,427% +$4.13M 2.4% 3
2023
Q3 		$92K Buy
430
+386
+877% +$87.7K 0.06% 148
2023
Q2 		$10K Sell
44
-1
-2% -$218 0.01% 295
2023
Q1 		$10K Buy
+45
New +$9.73K 0.01% 279
2021
Q1 		– Sell
-27
Closed -$7K – 309
2020
Q4 		$7K Hold
27
– – 0.01% 236
2020
Q3 		$6K Hold
27
– – 0.01% 234
2020
Q2 		$5K Hold
27
– – ﹤0.01% 256
2020
Q1 		$4K Hold
27
– – ﹤0.01% 257
2019
Q4 		$5K Buy
+27
New +$5.12K ﹤0.01% 282

Other funds holding VBK

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
CL
Choreo LLC Rockford, Illinois $9.11B AUM 26.3% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
Corient Private Wealth
Corient Private Wealth Miami, Florida $78.6B AUM 28.08% 1-Year Est. Return

Farmers & Merchants Trust Co of Chambersburg PA's VBK Position: Q2 2026 in Review

Farmers & Merchants Trust Co of Chambersburg PA increased its Vanguard Morningstar Small-Cap Growth ETF (VBK) stake by 1.4% in Q2 2026, buying an estimated $181K and bringing the position to 38,990 shares worth $14.3M. The position accounts for 3.62% of the portfolio, ranked #3.

Farmers & Merchants Trust Co of Chambersburg PA first reported a position in VBK in Q4 2019 and has held it in 19 quarters since. 1,057 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

  • Farmers & Merchants Trust Co of Chambersburg PA held 38,990 shares of Vanguard Morningstar Small-Cap Growth ETF worth $14.3M as of Q2 2026.
  • Farmers & Merchants Trust Co of Chambersburg PA bought 532 Vanguard Morningstar Small-Cap Growth ETF shares in Q2 2026, an estimated $181K.
  • Vanguard Morningstar Small-Cap Growth ETF made up 3.62% of Farmers & Merchants Trust Co of Chambersburg PA's portfolio in Q2 2026, its #3 holding.
  • Farmers & Merchants Trust Co of Chambersburg PA first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • 1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Farmers & Merchants Trust Co of Chambersburg PA's 13F filing for Q2 2026, filed 24 Jul 2026.