Murphy Middleton Hinkle & Parker’s Vanguard Morningstar Small-Cap Growth ETF VBK Stock Holding History

Murphy Middleton Hinkle & Parker’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	$629K	Hold	1,721	–	–	0.26%	86
2026 Q1	$520K	Buy	+1,721	New	+$541K	0.24%	92
2025 Q4	–	Sell	-1,667	Closed	-$496K	–	219
2025 Q3	$496K	Buy	1,667 +17	+1%	+$4.91K	0.24%	94
2025 Q2	$416K	Hold	1,650	–	–	0.23%	96
2025 Q1	$416K	Hold	1,650	–	–	0.23%	96
2024 Q4	$462K	Buy	1,650 +15	+0.9%	+$4.24K	0.26%	93
2024 Q3	$437K	Hold	1,635	–	–	0.24%	98
2024 Q2	$409K	Hold	1,635	–	–	0.24%	98
2024 Q1	$426K	Buy	1,635 +8	+0.5%	+$1.97K	0.25%	100
2023 Q4	$393K	Hold	1,627	–	–	0.24%	101
2023 Q3	$348K	Buy	1,627 +29	+2%	+$6.59K	0.22%	103
2023 Q2	$367K	Buy	1,598 +15	+0.9%	+$3.26K	0.23%	103
2023 Q1	$343K	Hold	1,583	–	–	0.21%	107
2022 Q4	$317K	Hold	1,583	–	–	0.2%	109
2022 Q3	$309K	Hold	1,583	–	–	0.21%	105
2022 Q2	$312K	Hold	1,583	–	–	0.2%	110
2022 Q1	$393K	Hold	1,583	–	–	0.21%	107
2021 Q4	$446K	Buy	1,583 +13	+0.8%	+$3.73K	0.24%	100
2021 Q3	$440K	Hold	1,570	–	–	0.25%	96
2021 Q2	$455K	Hold	1,570	–	–	0.25%	96
2021 Q1	$431K	Hold	1,570	–	–	0.25%	99
2020 Q4	$420K	Hold	1,570	–	–	0.28%	96
2020 Q3	$337K	Hold	1,570	–	–	0.25%	98
2020 Q2	$313K	Hold	1,570	–	–	0.23%	99
2020 Q1	$236K	Hold	1,570	–	–	0.21%	110
2019 Q4	$312K	Hold	1,570	–	–	0.21%	109
2019 Q3	$286K	Hold	1,570	–	–	0.2%	111
2019 Q2	$292K	Hold	1,570	–	–	0.21%	109
2019 Q1	$282K	Hold	1,570	–	–	0.19%	106
2018 Q4	$236K	Hold	1,570	–	–	0.18%	110
2018 Q3	$294K	Hold	1,570	–	–	0.21%	109
2018 Q2	$276K	Buy	+1,570	New	+$269K	0.21%	108

Other funds holding VBK

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

Murphy Middleton Hinkle & Parker's VBK Position: Q2 2026 in Review

Murphy Middleton Hinkle & Parker held its Vanguard Morningstar Small-Cap Growth ETF (VBK) position steady in Q2 2026 at 1,721 shares worth $629K. The position accounts for 0.26% of the portfolio, ranked #86.

Murphy Middleton Hinkle & Parker first reported a position in VBK in Q2 2018 and has held it in 32 quarters since. 1,279 funds tracked by Wall St. Rank hold VBK as of Q2 2026.

Murphy Middleton Hinkle & Parker held 1,721 shares of Vanguard Morningstar Small-Cap Growth ETF worth $629K as of Q2 2026.
Murphy Middleton Hinkle & Parker left its Vanguard Morningstar Small-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Small-Cap Growth ETF made up 0.26% of Murphy Middleton Hinkle & Parker's portfolio in Q2 2026, its #86 holding.
Murphy Middleton Hinkle & Parker first reported a position in Vanguard Morningstar Small-Cap Growth ETF in Q2 2018 and has held it in 32 quarters since.
1,279 funds tracked by Wall St. Rank held Vanguard Morningstar Small-Cap Growth ETF as of Q2 2026.

Based on Murphy Middleton Hinkle & Parker's 13F filing for Q2 2026, filed 14 Jul 2026.